🕑 Latest Lessons

• TAPI and Acquaint integration
  April 14, 2023 (642 views)
• Consolidated Payment run
  February 16, 2023 (578 views)
• 
  January 17, 2023 (482 views)
• Automated bulk payments with a bank.
  January 6, 2023 (518 views)
• Custom contact type
  December 9, 2022 (674 views)
• Currency settings €
  November 28, 2022 (572 views)

See all 193 lessons

🎓 4 Webinars 3

• Webinar- New Homes 1,682 views
• Webinar- Financial Transactions 1,598 views
• Bank Reconciliation – Webinar 1,094 views

🎓 Admin 30

• Adding a Contact 3,008 views
• Producing a Brochure 2,807 views
• Communicating with clients in bulk 2,478 views
• Linking Contacts 2,458 views
• Acquaint Anywhere – Overview 2,305 views
• Adding a Note 2,258 views
• Adding a Tenancy 2,237 views
• Requirements 2,179 views
• Key List 2,164 views
• Generating a letter 2,122 views

See all 30 Admin lessons

🎓 Configuration 19

• Adding an Email Template 2,443 views
• Importing contacts/properties 2,441 views
• Contact Types 2,437 views
• Property Areas 2,279 views
• Changing currency 2,087 views
• Syncing Diary to Gmail/Outlook 2,027 views
• Users Settings 2,014 views
• Turn on VPN 1,898 views
• Changing initials to full name 1,838 views
• Edit Document Properties 1,728 views

See all 19 Configuration lessons

🎓 Document 2

• Letterhead Settings 630 views
• Certificate settings 564 views

🎓 E-Signatures 6

• E – Signatures 2,501 views
• Adding Signable Tags 2,437 views
• Sending Docs to get E- Signed 2,322 views
• E-signatures 1,782 views
• Tracking E- Signable Docs 1,758 views
• Signable and Merge fields 703 views

🎓 Emails 3

• Email Authentication 931 views
• Process email folder 653 views
• Upload Email Signature Images 568 views

🎓 Financial 41

• Deleting Transactions 2,545 views
• Close and Bill Work Order/Undo Bill Work Order 2,465 views
• Bank Reconciliation 2,447 views
• Accepting Rents 2,436 views
• Transfer Fees 2,077 views
• Paying Contractors 2,071 views
• Paying Landlords 2,047 views
• Refunding deposits 2,043 views
• Adding a Booking Deposit 2,025 views
• Emailing Yearly Statements 1,989 views

See all 41 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 1,828 views

🎓 Integrations 2

• Smart Key 2,560 views
• E – Signatures 2,501 views

🎓 Lettings 21

• Adding a Contact 3,008 views
• Adding a Property 2,799 views
• Linking Contacts 2,458 views
• Sending Docs to get E- Signed 2,322 views
• Adding a Tenancy 2,237 views
• Requirements 2,179 views
• Key List 2,164 views
• Adding a tenancy 2,019 views
• Generating a Lease 2,016 views
• Adding an Appointment 1,975 views

See all 21 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 3,008 views
• Adding a Property 2,799 views
• Sending Docs to get E- Signed 2,322 views
• Adding an Appointment 1,975 views
• Generating a Letter of Engagement 1,901 views
• Adding a BER 1,882 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 1,835 views
• Match and Market 1,173 views

🎓 New Homes 2

• New Homes Progression Report 1,705 views
• Webinar- New Homes 1,682 views

🎓 Property Management 21

• Communicating with clients in bulk 2,478 views
• Linking Contacts 2,458 views
• Accepting Rents 2,436 views
• Work Order List – Overview 2,436 views
• Key List 2,164 views
• Paying Landlords 2,047 views
• Emailing Yearly Statements 1,989 views
• Adding/Removing Tenants from a Tenancy 1,916 views
• Inspections 1,847 views
• Emailing + texting landlords/tenants in bulk 1,825 views

See all 21 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 2,465 views
• Uploading Listing Online 1,924 views
• Adding a BER 1,882 views
• Editing a letter template 1,767 views
• Add new letter head 1,718 views
• Informing all bidders of offer 1,664 views
• Viewing status of signable document 1,639 views
• Turn off property feedback 1,624 views
• Notes (Desktop alert) 1,617 views
• Where to change defaults 1,599 views

See all 28 Quick Tips lessons

🎓 Reports 5

• New Homes (Development List) 2,646 views
• Development list 1,797 views
• Custom Reports + Adding Logo to Reports 1,547 views
• Key Performance Indicator – Report 1,453 views
• Reporting (Contractor Payments) 962 views

🎓 Sales 33

• Adding a Contact 3,008 views
• Producing a Brochure 2,807 views
• Adding a Property 2,799 views
• New Homes (Development List) 2,646 views
• Linking Contacts 2,458 views
• Property Offers – Screen 2,432 views
• Sending Docs to get E- Signed 2,322 views
• Acquaint Anywhere – Overview 2,305 views
• Logging Offers 2,224 views
• Requirements 2,179 views

See all 33 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 3,008 views
• Producing a Brochure 2,807 views
• Adding a Property 2,799 views
• Sending Docs to get E- Signed 2,322 views
• Logging Offers 2,224 views
• Adding a Booking Deposit 2,025 views
• Adding an Appointment 1,975 views
• Generating a Letter of Engagement 1,901 views
• Adding a BER 1,882 views
• Adding an applicant 1,659 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Feedback Requests 2,036 views
• Property Progression Screen- Overview 2,023 views
• Invoicing for Outlay 1,762 views
• Turn off property feedback 1,624 views
• Adding proof of ID 1,606 views
• Adding a Solicitor 1,573 views
• Generate a closing statement & invoice (Sales) 1,335 views

🎓 Step by Step Processes 9

• Acquaint – Letting Process 3,933 views
• Acquaint – ESignature Process 3,451 views
• Acquaint – Sales Process 3,153 views
• Acquaint – Processing Rents 3,007 views
• Acquaint – Daily Financial Process 2,626 views
• Acquaint – Property Matching Process 2,560 views
• Acquaint – Maintenance Process 2,470 views
• Acquaint – Rebranding Process 2,288 views
• Steps – Going live with Client Account 1,385 views

🎓 Technical 4

• Installing Acquaint 1,814 views
• Email Authentication 931 views
• Process email folder 653 views
• Correctly mapped drive 590 views
• Upload Email Signature Images 568 views
• Feed transparency 506 views

🎓 The Basics 24

• Adding a Contact 3,008 views
• Producing a Brochure 2,807 views
• Adding a Property 2,799 views
• Work Order List – Overview 2,436 views
• Acquaint Anywhere – Overview 2,305 views
• Adding a Tenancy 2,237 views
• Requirements 2,179 views
• Key List 2,164 views
• Generating a letter 2,122 views
• Outlook Emails 2,095 views

See all 24 The Basics lessons