About Digital Clipboard Resources

Welcome to the Digital Clipboard Resources hub, your one-stop destination for tutorials, guides, and best practices to help you get the most out of Digital Clipboard.

Our Mission

At Digital Clipboard, we're committed to empowering financial advisors with the tools they need to serve clients better. Our resources hub is designed to provide clear, step-by-step guidance on every aspect of the Digital Clipboard platform.

Our Tutorials

All tutorials featured in this hub are created using Scribehow, allowing us to provide visual, interactive guides that make learning intuitive and straightforward. Each tutorial is carefully crafted by our customer success team to address common questions and workflows.

Categories

Our tutorials are organized into the following categories:

• Account Management - Set up and manage your Digital Clipboard account
• Client Management - Add, organize, and manage your client information
• Pre-Meet Management - Create and send pre-meeting materials to clients
• Branding and Documentation - Customize your client-facing materials with your brand
• Workflow Management - Follow best practices for common Digital Clipboard workflows

Feedback and Suggestions

We're constantly improving our resources based on user feedback. If you have suggestions for new tutorials or improvements to existing ones, please contact our support team at support@digitalclipboard.com.