Training: How to use DataGrows.
- All Apps
- May 19, 2023
- 1 min read
Updated: Jan 15
This post contains two sections:
1.Introduction to the in-app training
The video below will explain the in-app training that you will need to complete to ensure you get the most out of your experience with DataGrows.
If you still need to upload your clients, please click on the button below to go to the getting started blog post or contact support@mydatagrows.com for assistance before watching this video.
If your clients have already been uploaded, please watch the video below explaining the in-app training modules.
2.Generating a report to see who has completed the training
As a manager or partner on the system and if your user access allows, you can generate a report to see which team members have completed the training and how many modules each person has completed.
To get the report:
Go to Firm Reports
Click on the icon in the My Training record.
The report can be downloaded by clicking on the Save icon in the top bar.
Contact Support@mydatagrows.com if you have any questions.
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