Videos: Partner Level – Suggested Workflow

• Step 1 – Account Setup & Partner Dashboard Overview https://vimeo.com/1009326584
• Step 2 – Verify & Complete Association Information https://vimeo.com/1010390946
• Step 3 – Verify Board Member Information https://vimeo.com/1011683768
• Step 4 – Submit The BOIR https://vimeo.com/1011690963
• Step 5 – Amendments https://vimeo.com/1011852097

Partner Guide:

The written guide to our platform

• https://www.filefincen.com/guides/partner-standard-guide

The Importance of Whitelisting- Prepping Your Boards for Receiving Emails:

Whitelisting an email address ensures that messages from a specific sender are always delivered to your inbox and do not end up in the spam or junk folder.

• https://www.filefincen.com/guides/whitelisting

Data Import Guidelines:

Overview of data formats and fields, with links to sample file formats.

• https://www.filefincen.com/guides/company-importer-guide