Impactful Extras Series Webinar Recap: Collaborating in eMoney

In this session, we reviewed best practices for working on shared clients and collaborating with eMoney users in your office. We covered features such as sharing rules, notes, tasks, alerts, and templates.

Additional Resources:

• Collaborating with Your Team in eMoney
• Sharing Rules User Guide
• Alliance Partner User Guide

Looking for more eMoney training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your November Training Opportunities here.