SwiftComply

Join us for an in-depth training session and live demo of the new Batch Communications feature in SwiftComply!

Batch Communications Training Webinar

Colorado State Report Training

Washington State Report Training

Michigan State Report Training

California State Report Training

Florida State Report Training

Massachusetts State Report Training

A video walkthrough on the Attachments tab within an assembly record.

Assembly Details Attachments Tab Overview - Backflow

A video walkthrough of the Notes tab within an Assembly record.

Assembly Details Notes Tab Overview

Backflow product training for Authority Users

Product Training for Authority Users

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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