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How to Videos

Articles in this section

Video: How to Generate a Benchmarking Report (1:41)
Video: How to Search in Solution Library (1:31)
Video: How to update Benefits Included in Benefit Summaries (1:09)
How to Retrieve Uploaded Documents from the Employer Web Portal (1:10)
How to use the Timeline Events, Tasks and Manage Private vs Share View (3:38)
How to Market Solutions, Sharing to CloudBenefits Client Web Portal and Promoting Contact Advisor (2:33)
How to Use Notifications and the Inbox Alerts (1:48)
How to Use Group Shared View to Share or Unshare Events, Reports, Solutions to Client Portal (7:47)
How to Search Exclusive Solutions in Solution Library (1:46)
How to Contact Provider via the Solution Library Search (1:32)

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Video: How to Search for a Group (1:07)

Matt Lister

October 24, 2019 23:22
Updated

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