We’ve created a series of video tutorials covering everything you need to know about the Genovo suitability report app.

What's more, the videos are broken down into bite-sized chunks of anywhere between 2 and 10 minutes so they’re really easy to consume and digest.

What topics do the video tutorials cover?

Libraries 

An overview of the Client & Report Library

This video show you how you can save core client information to the client library and edit reports within the Report Editor.

How to edit a report

How to edit a report: The Report Editor

Integrations

These videos explain how to integrate Genovo with your preferred back office system, and seamlessly pull client data from the back office system into Genovo, thereby saving you heaps of time as you’ll never need to re-key this information again. Having published the report in Genovo's Report Editor, it is then possible to upload the report into the back office and automatically save it against the client record(s).

How to set up and use the integration with Intelligent Office

How to set up and use the integration with Xplan

How to set up and use the integration with Curo

Where can you find the video tutorials?

On the Genovo website

You can access the entire video tutorial library via the Smart Support link included under the resources tab in the website’s main navigation bar. 

From within the app

You can also access the video tutorials from directly within the Genovo app. You'll notice a video tutorial icon next to the page help icon in the top right hand corner of various pages within the Genovo app.

Much like the page helps, if you click on the video tutorial icon, a new lightbox window will open up within the page containing a video tutorial specifically related to the page you’re on.