findesk

A short video on the history and background of Findesk.

Welcome to Findesk

A broadstroke video showing how to move around Findesk and how it is structured.

Basic Navigation

Entities such as individuals and organisations within Findesk are linked to both applications and other entitites.

Organisation Entity Overview

Individual Entity Overview

The Applications Screen is the most common place to manage ongoing deals.

Applications Screen Overview

This video provides a basic run-down of navigating through an application in Findesk.

Inside an Application Overview

Findesk's search bar is a powerful tool that makes finding applications and entities easy.

Using the Search Function

How to amend your personal profile details in Findesk and where to find integration settings.

User Settings

Here's a PDF instruction for you to set up your multi factor authentication.

Setting Up Your 2FA

Tom McVeigh

A selection of introductory videos for new users to start understanding how Findesk operates.

Findesk Onboarding

Find answers and get help from Intercom Support and Community Experts

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