Product Demos
Getting Started & Account Management
Signing Up for a Finhaven Suite Account
This video demonstrates how to sign up and create an account on Finhaven Suite.
Understanding Notifications on Finhaven Suite
This video talks about the different types of notifications that you’ll encounter on Finhaven Suite.
Organization Setup & Administration
Creating Your Organization and Managing Subscriptions
This video talks about the step-by-step process of creating an organization and goes over our different plan tiers.
Customer Relationship Management (CRM)
Creating an Individual and Organization Contact
This video shows you how to create contacts on Finhaven Suite’s CRM.
Data Rooms: Secure Document Sharing
Creating A New Data Room
This video shows you how to create a data room on Finhaven Suite.
Data Room: Creating Folders & Uploading Documents
This video shows you how to create folders, upload files, and organize information on your Finhaven Suite data room.
Data Room: Managing Viewers
This video shows you how to manage your data room's viewing permissions.
Document Management & E-Signatures
Building a Document Template
This video explains what document templates are, and how to build them on Finhaven Suite.
Can't find what you're looking for?