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Introduction
- User Navigation
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Basic Navigation
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User Profile
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Filtering Assignments
- Assignments
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Checklist Assignments
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Performing Reconciliations
- In-Line Tools
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Follow Items
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Checklist Attachments
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Review Notes
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Rolling Forward Documents
- Wrap Up
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Knowledge Check
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Next Steps
- Additional Resources
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Help Center
User Foundations for Implementation: Live Training Prerequisite
Please complete these courses and pass the exam before joining live training with your FloQast Consultant.
Welcome to FloQast! As a user, you'll have access to many resources to help you be successful. We've designed a short custom program just for you, and it will take less than 15 minutes to complete. You'll need to finish these courses and the knowledge check before attending your live training with your FloQast consultant. We look forward to meeting and discussing everything you can do in FloQast soon.