How-to
Explore practical, step-by-step instructions to make the most of Pulse360's features.
51 articles
How to create and edit a document template
How to transfer/move notes
How to manage tags
How to manage topics and sub-topics
How to manage collections
How to Create a Dynamic SmartField Using Wealthbox Data
How to Add Default BCC
How to Secure Your Emails - Encryption Services
How to Upload a Document to the Document Vault
How to Add a Logo
Connect Your CRM
How to Add a Wet Signature
How to Add Email Signature
How to Connect Your Email
How to Add Client Information
Set up Multi-Factor Authentication (MFA)
How to Connect Zoom to Pulse360
How to Send CaptureGenius Bot to a Zoom Meeting
How to Connect Holistiplan to Pulse360
How to Connect Your Email Connection (For Cambridge Users)
How to Connect Your Email Connection (For Osaic Users)
How to Connect to Wealthbox (Data)
How to Integrate Your Calendar and Add Meeting Links
How to Create Emails in the AI Writer
How to Display All Template Content in the Document
How to Create and Manage Client Greetings
How to Delete/Remove Attachments from the Notes, Notes Template, and Email
How to Attach Files
How to Change the Order of Topics in the Document/Email
How to Use Capture Genius
How to Delete CaptureGenius Audio/Video
Client Notes Library
How to Format Notes Text
How to Compose an Email and Generate Notes using AI Writer
How to Use Note Genius to Create Notes
How to Add PreciseFP Links
How to Take Notes on a Document Template in the In-Meeting Notes
How to Create Document Using Filtered Notes
How to Change the Order of Notes in the Document
How to Add Riskalyze Links
How to Quickly Add Notes via Quick Capture
How to Create New Notes
How to Add Handwritten Notes
How to Add In-Meeting Notes
Understanding and Managing Mirror Notes
How to Create a Dynamic SmartField Using Holistiplan Data in Pulse360