Pulse360

How to use the new table formatting controls in the document editor.

Style Tables for Branded PDFs and Emails

Show Your Value with Milestone Deliverables

Auto-include spouses, CPAs, and attorneys in your client emails using contact relationships.

Loop in Spouses, CPAs, and Attorneys Without Looking Up Their Email

How to transfer/move notes

Here's how to add, rename and delete tags

How to manage tags

Here's how to add and rename topics and subtopics

How to manage topics and sub-topics

How to manage collections

How to Create a Dynamic SmartField Using Wealthbox Data

How to Create Single or Bulk CRM Tasks from the Transcript Area and the Contact Dashboard

Using Segments with Your CRM Integration - Contact Tags/ Tag Groups

Using Segments with Your CRM Integration

How: Use Hubly Workflows in Pulse360

Manage transcription corrections. Misspellings are automatically corrected in future transcriptions.

Custom Vocabulary

You can quickly add content from your Library directly into notes and documents using slash commands.

Insert Library Content into Notes with Slash Commands

Explore practical, step-by-step instructions to make the most of Pulse360's features.

How-to

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 Redtail, Wealthbox or Salesforce CRM

Connect Your CRM

How to Add a Wet Signature

How to Add Email Signature

How to Connect Your Email

How to Add Client Information

Guide to set up MFA for your Pulse360 workspace

Set up Multi-Factor Authentication (MFA)

Step-by-Step Guide to Link Your Zoom Account with Pulse360

How to Connect Zoom to Pulse360

Process of sending a CaptureGenius bot to a Zoom meeting

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 Connect Hubly to Pulse360

How to Connect & Pull Redtail Data

Connect Nitrogen Data for SmartFields

Get your Pulse360 environment ready for optimal performance.

Setup

Create a "Client To-Do" Template or add a "Client To-Do" section in your email

How: Create a "Client To-Do" Template

How to Apply Display Options to Topic Merge Fields | How to show topic title/heading in your document

How to Apply Display Options to Topic Merge Fields

How to Add Headers and Footers to PDF

How to Add and Edit Blocks

How to Create a Template

Get the right format for date and time format in your final document

Formatting Date & Time

How To: Add New Block

Templates

Steps to unarchive events and what CRM warnings mean

How to Restore Archived Events

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

Best Practices and How to Use Client Notes Library

Client Notes Library

Use AI to Help with Your Meeting Prep

Add files to your meetings

How to utilize Pulse360 to create documents in "Meetings"

Meetings

How to Format Notes Text

How to Compose a Quick Email Agenda and Summaries, Generate Notes, and more using AI Writer.

How to Compose an Email and Generate Notes using AI Writer

How to Use AI Note Genius to Create Notes

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 Nitrogen/Riskalyze Links

How to Quickly Add Notes via Quick Capture/Adding Notes that are not related to a meeting or an event.

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

Bulk Note Management in the Library

Notes

Contact

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