- Course Content
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Follow Items
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Checklist Attachments
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Reconciliation Attachments
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Review Notes
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Rolling Forward Documents
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Knowledge Check
- Wrap Up
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Share Your Feedback!
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Next Steps
In-Line Tools
Learn about in-line tools available to enhance a user’s experience.
Course Description
In this course, learners will discover in-line tools available to FloQast Users. This course is part of the FloQast User Foundations program.
Course Instructions
To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.
Learning Objectives
- Recall how to follow items and leave review notes
- Identify how to attach a file to a checklist item and where the attachment lives
- Recall how to roll forward a previous month's documents
Recommended Prerequisites
Getting Started Guide