Video Training Library

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

RelaNet Cloud Training

Below you can find our training course for RelaNet Cloud, which contains our client portal. 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)

RelaNet Sign Training

Below you can find our training course for RelaNet Sign, our e-signature solution. 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 Sign and gives a guided tour of the RelaNet Sign interface. (Running time: 3m55s)

2. Requesting Others’ Signatures

This video demonstrates how to upload documents to RelaNet Sign, and request signatures on those documents from clients and other parties. (Running time: 10m53s)

3. Signing Documents Yourself

This video demonstrates how you can use RelaNet Sign to apply your own signature to a document. (Running time: 3m17s)