How to Videos
- How to Generate an Instant Quote in Solution Marketplace (2:49)
- Video: How to Generate a Benchmarking Report (1:41)
- Video: How to Search in Solution Marketplace (1:31)
- Video: How to use Site Wide Search (1:28)
- 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 Use Notifications and the Inbox Alerts (1:48)
- How to Search Exclusive Solutions in Solution Library (1:46)
- How to Contact Provider via the Solution Library Search (1:32)
- How to read and use the Intro Benchmarking Report (3:28)
- How to Navigate C.A.L.E.B. Plan Insights - Your Advice Assistant (2:02)
- Video: Uploading Reports to Manage Reports in CloudAdvisors (0:55)
- How to Access Support and Ask Questions on Platform (0:50)
- How to Search C.A.L.E.B. Insights for Across all Group Files (0:56)
- Video: How to Read a Benchmarking Comparison, Groups, Plans, Employees (3:15)
- Video: How to Produce the Meeting Notes Report (2:09)
- Video: How to Generate Benchmarking for a One or More Classes or Divisions (0:49)
- Video: How to View and Download Reports from Manage Reports (1:02)
- Video: How to login and access a Report from Manage Reports (0:30)
- Video: How to Share a Report to the Client Web Portal (0:54)
- Video: How to Share a Timeline Event to the Client Portal (1:22)
- Video: How to Create a Client Portal (1:25)
- Video: How to Report an Issue in the Solution Library (1:09)
- Video: How to Navigate and Search the Solution Library via the Homepage (1:09)
- Video: How to Change Your Password (0:41)
- Video: How to Update Your Profile (1:00)
- Video: How to Update Group Information: Industry, Region, Group Size (1:10)
- Video: How to Update Group Status (Client, Prospect, Terminated) (1:05)
- Video: How to Log Out (0:30)