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Office Hours Webinar Recordings - 2021
Office Hours 18/03/21 - Editing and Presenting Disclosures
Office Hours 18/03/21 - Editing and Presenting Disclosures

In this Office Hours Webinar, we run through how to edit your Stage 2 and 3 Disclosures, as well as show you where they are presented!

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over a week ago

Join us at 2pm every Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.

In this weeks Office Hours, we covered the following topics:

  • Where to find your Disclosure Settings.

  • How to add/edit your company and FAP details.

  • How you can manage all of your team's disclosures, for compliance purposes.

  • Where each disclosure is presented to the client.

If you need any help outside of Office Hours, here's how you can get in touch.

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