Teach yourself
Learn Firmex on your own time at your own pace through our Learning Centre and knowledge base. If you have any questions, contact our live client services team 24/7.
Two easy steps
1
Online videos & knowledge base
Online Training Videos
The Firmex Knowledge Base is available 24/7 to every Firmex user. Access it by clicking the Help button within your Firmex project.
The training videos enable users and administrators to explore areas of the software in more detail at their own pace and on their own time.
Support Knowledge Base
The Firmex Support Knowledge Base is available 24/7 to every Firmex user. Access it by clicking the Help button within their Firmex project.
The Support Knowledge Base enables users and administrators to learn at their own pace, with quick reference guides for fast answers on common challenges, and videos to explore topics in more detail.
2
Courtesy audit
We know how critical it is for everything to go smoothly with your project, deal or transaction. Our Client Services professionals are available to help with a courtesy audit – to review settings, permissions, and document organization – before your project starts. The team will also follow up to schedule any additional training needed, answer any questions, or help explore other uses of Firmex within your organization.
What we will cover:
|
Agenda Item |
Task |
|
Folders & documents |
Document visibility
Folder structure visibility
Document order and titles |
Available |
|
Users |
Permission groups
Email frequency
Invitations |
Available |
|
Projects |
Contact name and email
Bounce-back email
Project status |
Available |
|
Additional questions? |
tbd |
Available |
The Firmex Knowledge Base is available 24/7 to every Firmex user. Access it by clicking the Help button within your Firmex project.
The Firmex Support Knowledge Base is available 24/7 to every Firmex user. Access it by clicking the Help button within their Firmex project.