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Silverfin
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Silverfin Platform
Navigate Silverfin's Universal Features: Your Comprehensive Guide.
User management
21
How to know whether to choose a Pulse user or an external contributor?
How to determine which files a user can access?
How to adjust a User's Access?
How do I add a Pulse user?
How do I customise a Pulse template?
See all 21 articles
Communication
5
How can I manage visibility of Notes and To-Do's?
How to remove communication from a user who no longer works at our office?
How to use To-Do's in communication?
How to set up and use communication tags?
How can I communicate in Silverfin?
Workflows and Templates: General level
7
How to view and manage Documents within a template?
How are account numbers displayed in Working Papers workflow?
What is a workflow status and how do you manage it at the firm level?
How do I adjust custom workflow working screen?
Why should you start with mapping?
See all 7 articles
Client file management
31
How to create consolidation file within a file?
How do I create, manage and complete client meetings with Talking Points
How do I adjust financial years?
How can I share a workflow with a Pulse user?
How to restore archived files in Silverfin?
See all 31 articles
Data management
23
How to use the Account Assigning screen in consolidation files?
What to do you upload an incorrect trial balance?
How do I enable retained earnings for Belgian client files? (UK, LUX, NL market)
How to create a custom mapping list?
How to set up and use tags in adjustments?
See all 23 articles
Silverfin Reporting and exports
13
How to personalise cover and title page to your exports?
How is the order in an export arranged?
How to customise export in Silverfin?
How to reduce margins in exported attachments?
How to handle unsupported fonts in export?
See all 13 articles
Trainings and workshops
1
How do I subscribe for Silverfin workshops?
Miscellaneous
4
How do I use the Marketplace?
How do I use the Billing Portal? (Belgium and Luxembourg)
Most common liquid errors in templates
How do I use features at the office level in Silverfin?
