Firmex Quick Start Program
Our Client Services professionals ready thousands of Firmex users and administrators every year and ensure every project gets a quick start. Available for all Firmex clients free of charge, the Firmex Quick Start program has 3 short steps proven to set every project, deal or transaction on the right track – even for the tightest timelines.
Three easy steps
1
Discovery Call
Within minutes of becoming a new Firmex client, our team is available to conduct a discovery call with you at your convenience. We will discuss your needs and share best practices based on our experience in setting up projects from small sell-side M&A transactions to billion dollar acquisitions.
What we will cover:
|
Agenda Item |
Task |
|
Setup of System |
URL
Logo |
Available |
|
What |
The project goals or objectives |
Available |
|
Who |
Will be involved, organizations and roles |
Available |
|
Where |
Documents are currently, format, structure |
Available |
|
When |
Project timelines, critical milestones |
Available |
2
Training (Scheduled during Discovery Call)
Our team conducts training sessions during business hours (9AM EST to 6PM EST) at the convenience of your users and administrators. Training sessions are always private and unique to each client – you decide who is invited and what project-specific information is included. Training sessions vary in duration, topic, and depth based on the specific needs of your project. All training sessions are supplemented with easy-to-use video tutorials to aide retention.
What we will cover:
|
Agenda Item |
Task |
|
Get Started |
Invitation email
Front page customization
Logging in
Resetting your password |
Available |
|
Set up a project |
How to set up a project |
Available |
|
Set up folders |
Three methods:
1. From your computer
2. From a request list
3. Manually |
Available |
|
Upload documents |
Two methods:
1. In bulk
2. One-by-one
Document security |
Available |
|
Invite users |
Inviting users
Permission levels
Document security |
Available |
|
Reports |
Reports |
Available |
|
Get in touch |
Support & Learning Centre |
Available
|
|
Survey |
Please fill out our 30 second survey |
Available |
3
Courtesy audit and follow up
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 |
Please feel free to contact us if you require additonal training:
Arrange Additional Training
