Partner Onboarding

A feature-by-feature walkthrough of the Corfix platform to help new partners familiarize themselves with our software.

Enroll for free

Course curriculum

1. How to use this course
2. What to Expect in this Course
3. Notes and Caveats
1. Chapter 1: Dashboard Overview
2. Chapter 2: Navigating the Dashboard
3. Chapter 3: Onboarding Checklist
4. Chapter 4: Setting up your Account Details and Company Details
5. Chapter 5: Roles and Permissions
6. Unit 2 Quiz
1. Feature Context for Partners
2. Chapter 1: Projects Overview
3. Chapter 2: Adding a Project
4. Chapter 3: Bulk importing existing projects via CSV
5. Chapter 4: The Project Details Page
6. Chapter 5: Editing the Project Details Page
7. Unit 3 Quiz
1. Feature Context for Partners
2. Chapter 1: Adding Workers Individually
3. Chapter 2: The Worker Details page
4. Chapter 3: Bulk Import and Activation of Workers
5. Unit 4 Quiz
1. Feature Context for Partners
2. Chapter 1: The All Forms Page
3. Chapter 2: Creating a Form
4. Chapter 3: The Form Details Page
5. Chapter 4: Tasks and Form Preview
6. Chapter 5: Scheduled Forms
1. Chapter 1: Template Tutorial Overview
1. Chapter 1: Certifications Overview Page
2. Chapter 2: Adding a Certification
3. Chapter 3: Navigating the Certifications Table
4. Chapter 4: Approving and Assigning Certifications
1. Chapter 1: Organizing Binders
2. Chapter 2: Adding a New Binder
3. Chapter 3: Adding Resources to a Binder or Sub-Binder
4. Chapter 4: Downloads and QR Codes

Enroll today