Welcome to CashDeck, it is great to have you onboard! This article will help you set up your account before you start sending our requests to your clients'.
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Save the link below to your favourites, this is your login link (unless you are a Connective broker and you sign-in directly from Mercury/Nexus).
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​https://my.cashdeck.com.au/aver/users/sign_in

When you open any page in your CashDeck portal for the first time, we will run an interactive tutorial that highlights some of the main features of the page you are viewing. These will only play one time, but, if you wanted to turn them off, just follow the steps below.

To disable tutorials:
1. Click on Your Account (under your name, top left).
2. Click on Settings.
3. In Settings you will find a tab called Tutorials. You can turn these off by clicking on Hide All Interactive Guides.

When you create a request, reminder emails will be sent to your clients email address automatically if it is not completed within certain timeframes. There are 3 reminder emails, and they trigger 24, 48 & 96 hours. You may like to turn these off if you prefer to manage follow-up separately. Details on how to disable these are listed below.

To disable reminder emails:
1. Click on Your Account (under your name, top left).
2. Click on Settings.
3. Under Settings you will find a tab called Credit Ready Reminders. You can turn these off by clicking on the enabled/disabled toggle.

You can update your Partner Details via the Partner Details tab on your left-side menu. This information is displayed in the online portal your clients access to provide their statements, and is also in email signatures when sending a request directly from CashDeck.

Email signatures inside CashDeck are created from the information inside the Partner Details tab.

An example of a signature is found below. The colour codes show you what information comes from the Individual Details section and the Partner Details section.

These are your personal contact details and are included at the top part of your email signature.

These details are shared by all users connected to your account. So any changes made here will affect them also.

Best practice is to keep these details generic (i.e. company-wide phone number that goes to switchboard or top-level info@yourcompany.com email address).

The details in the Individual details section above will always appear above these generic company details in emails or other communication.
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You can replace the CashDeck logo in your portal with your own. Just click on Branding and upload your own logo to replace the CashDeck one.

This will also replace the logo used in the web pages your clients' visit during the bank statement retrieval process (see client portal screenshot below).

In the client portal, your logo and partner details are used in the right-side panel.
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It's easy to send your clients an email and/or an SMS to get them started. Simply click on the Send a statement request button from your Statements tab, and fill out your client's details, choose your options, then click Send.

A Multi-Use Link allows you to create a CashDeck link that you can use in your own email. To create one simply follow the steps on this link .
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And you're up and running! If you need a hand or would like a demo for yourself or your team just let us know and we'll schedule a time that works for you.