Video Training Library

Welcome to our video training library. Below you will find a number of videos that are intended to help our customers learn to use RelaNet Cloud. If you have a question that isn’t addressed below, please feel free to contact us at support@relanet.com.

Client Portal Training

Below you can find our training course for the client portal that is built into RelaNet. The course has been broken into several videos to make the training more convenient.

1. Logging In & Interface Tour

This video demonstrates how to log into RelaNet Cloud and gives a guided tour of the RelaNet Cloud interface. (Running time: 1m19s)

2. Adding Clients & Exchanging Files

This video demonstrates how to create new RelaNet Cloud accounts for your clients, and how to share files and folders with those clients. (Running time: 7m38s)

3. Controlling Activity Notifications

This video demonstrates how to control the activity notifications that you receive. It explains how to control what actions you are notified about, and how often you receive notifications. (Running time: 5m13s)

4. Controlling File Access

This video demonstrates how to use RelaNet Cloud’s permissions system to control what your clients can do to the files and folders that they can access. It also demonstrates one way that you might close out a tax season and prepare for the new one. (Running time: 4m43s)

E-Signature Training

Below you can find our training course the electronic signature tool that is built into RelaNet Cloud. The course has been broken into several videos to make the training more convenient.

1. E-Signature Interface Tour

This video introduces the e-signature tool built into RelaNet Cloud, and gives a guided tour of its interface. (Running time: 2m11s)

2. Requesting Signatures

This video demonstrates how to request signatures on documents from clients and other parties. (Running time: 3m43s)

3. Signing Documents

This video demonstrates how you and your clients can apply your signature to a document. (Running time: 4m06s)