BRANCHING DIAGRAM

BRANCHING DIAGRAM

What workspace does your client need?

OR

entity OR fiduciary

Individual

BRANCHING DIAGRAM

Individual

Digital Organizer (coming soon) or FIle Exchange Only

PBC List

BRANCHING DIAGRAM

Digital Organizer (coming soon) or FIle Exchange Only

BRANCHING DIAGRAM

Within Master Database select Create Workspace button

• Add internal users as either Editor* or Adminstrator based on their roles and permissions.

• Add External users as either Client Editor or Client Reader.

*Editors cannot request lists or invite clients.

Selecting a Workspace

Entity or Fiduciary

Individual

PBC List

BRANCHING DIAGRAM

Within Master Database select Create Entity button

BRANCHING DIAGRAM

BRANCHING DIAGRAM

Single Workspace for the entire family of entities

BRANCHING DIAGRAM

Separate Workspace for each entity

BRANCHING DIAGRAM

Within Master Database select Create Entity button

• Add internal users as either Editor* or Adminstrator based on their roles and permissions.

• Add External users as either Client Editor or Client Reader.

*Editors cannot request lists or invite clients.

BRANCHING DIAGRAM

I am a great subtitle, ideal for providing more context on the topic you are going to address

Write agreat subtitle

Write a great subtitle

Write agreat subtitle

No

Yes

No

Yes

No

Yes

Write a greatsubtitle here toprovide context

Write a greatsubtitle here toprovide context

Write a greatsubtitle here toprovide context

Write a greatsubtitle here toprovide context

Write a greatsubtitle here to provide context

Write a greatsubtitle here toprovide context

BRANCHING DIAGRAM

Write a greatsubtitle here toprovide context

I am a great subtitle, ideal for providing more context on the topic you are going to address

No

Yes

Write a great subtitle

Yes

No

Write a greatsubtitle here toprovide context

Write a great subtitle here toprovide context

Write a greatsubtitle here toprovide context

Write a great subtitle

Write a greatsubtitle here toprovide context

BRANCHING DIAGRAM

I'm a great subtitle, ideal for providing more context on the topic you're going to address

Yes

No

Write a great subtitlehere to provide context

Yes

Write a great subtitle here to provide context

Do you feel like your text still needs something? Give it animation to capture your audience.

Write a great subtitle here to provide context

Yes

No

No

Write a great subtitle here to provide context

Write a great subtitle here to provide context

BRANCHING DIAGRAM

Write a greatsubheading here toprovide context

I am a great subheading, ideal to provide more context on the topic you are going to address

No

Yes

Write a great subheading

Yes

No

Write a great subheading here toprovide context

Write a great subheading

Write a great subheading here toprovide context

Write a great subheading here toprovide context

We don't like to bore. We don't want to be repetitive. Communicating as usual is boring and doesn't hook. We do it differently. We sabotage boredom. We create what the brain likes to consume because it stimulates it.

We retain 42% more information when content moves. It is perhaps the most effective resource to capture the attention of your audience.

We retain 42% more information when content moves. It is perhaps the most effective resource for capturing your audience's attention.

Did you know...

Pose a dramatic question; it's the essential ingredient to maintain the audience's attention. It's usually posed subtly at the beginning of the story to intrigue the audience and is resolved at the end.

Did you know that Genially allows you to share your creation directly, without the need for downloads? Ready for your audience to view it on any device and promote it anywhere.

Visual content is a cross-cutting, universal language, like music. We are capable of understanding images from millions of years ago, even from other cultures.

You can add additional content that excites your audience's brain: videos, images, links, interactivity... Whatever you want!

With this feature...

We retain 42% more information when content moves? It is perhaps the most effective resource to capture the attention of your audience.

Did you know...

Visual content is a cross-cutting, universal language, like music. We are capable of understanding images from millions of years ago, even from other cultures.

You can add additional content that excites the minds of your audience: videos, images, links, interactivity... Whatever you want!

With this feature...

In Genially you will find more than 1,000 templates ready to pour your content and 100% customizable, that will help you tell your stories?

Did you know...

We retain 42% more information when content moves? It is perhaps the most effective resource for capturing your audience's attention.

You can add additional content that excites the minds of your audience: videos, images, links, interactivity... Whatever you want!

With this feature...

We retain 42% more information when content moves? It is perhaps the most effective resource to capture the attention of your audience.

Did you know...

In Genially you will find more than 1,000 templates ready to pour your content and 100% customizable, which will help you to tell your stories?

Did you know...

We retain 42% more information when content moves? It is perhaps the most effective resource for capturing your audience's attention.

Visual content is a cross-cutting, universal language, like music. We are capable of understanding images from millions of years ago, even from other cultures.

Did you know that Genially allows you to share your creation directly, without the need for downloads? Ready for your audience to visualize it on any device and promote it anywhere.

We retain 42% more information when content moves? It is perhaps the most effective resource to capture the attention of your audience.

Did you know...

We better capture visual content. Visual content is associated with cognitive and psychological mechanisms. Things come in through the eyes, the first image is what counts. We associate visual content with emotions.

Did you know that Genially allows you to share your creation directly, without the need for downloads? Ready for your audience to view it on any device and promote it anywhere.

Here you can include arelevant data to highlight

You can add additional content that excites your audience's brain: videos, images, links, interactivity... Whatever you want!

With this feature...

Here you can include arelevant data to highlight

Here you can include arelevant data to highlight

We retain 42% more information when content moves? It is perhaps the most effective resource to capture the attention of your audience.

Did you know...

Did you know that Genially allows you to share your creation directly, without the need for downloads? Ready for your audience to view it on any device and promote it anywhere.

Did you know that Genially allows you to share your creation directly, without the need for downloads? Ready for your audience to view it on any device and promote it anywhere.