Profida Tutorials
Step by step guides on the most common functionality that customers use.
Tutorials and support articles
Screenshot Tutorials- Creating a client fact find and providing client login details.
- Importing the fact find.
- How to link family profiles to one another
Video Tutorials
We have created some tutorials to guide you through the functionality online.
- Client Management Edition Overview
- Creating a record for a new client
- Adding an insurance policy to a client's profile
You will need a flash viewer to view these videos. You probably have one already, but if not
you can download one here.
