Redirection Flow
Landing Page
Login Page
Login Verification
Login Select Company
Invitation/Signup Layouts
Company FA
Create Account
Verify Account
Login
Two Factor Authentication
Select Company
FA Bio
Regular Client
Create Account
Verify Account
Login
Two Factor Authentication
Select Company
Attendee Client
Create Account
Verify Account
Login
Two Factor Authentication
Select Company
Join using OTP
Company Admin / Independent FA / Independent User - Signup - Onboarding Screens
Onboarding Email
Onboarding Verification
Onboarding Select Plan
Onboarding Company Details
Onboarding Payment
Forgot Password
Verify [same as login]
Create new password
Dashboard Main Page
Reusable Components
Dashboard - Meeting Main Page
Meeting Agenda
Meeting Shared Content
Meeting Third Party Applications
Dashboard - Action Items
Action Items - Shared Content
Action Items - document
Action Items - DocuSign
Dashboard - Documents
Document Preview Page
Dashboard - Client Main Page
Client - Shared Content
Dashboard - Applications Page
Account Management
Company Admin
My Profile
Edit Profile
Login and Security
Edit Login and Security
My Apps
Company Profile
Edit Company Profile
Payment and Billing
Edit Payment and Billing
Manage Subscription
Choose Plan
Payment
Updated Plan
Manage Advisors
Manage Clients
Manage Enterprise Apps
Marketplace
Company FA
My Profile
Edit Profile
Login and Security
Edit Login and Security
My Apps
Marketplace
Independent FA
My Profile
Edit Profile
Login and Security
Edit Login and Security
My Apps
Company Profile
Edit Company Profile
Payment and Billing
Edit Payment and Billing
Manage Subscription
Choose Plan
Payment
Updated Plan
Marketplace
Independent User(Same as Independent FA)
My Profile
Edit Profile
Login and Security
Edit Login and Security
My Apps
Company Profile
Edit Company Profile
Payment and Billing
Edit Payment and Billing
Manage Subscription
Choose Plan
Payment
Updated Plan
Marketplace
Regular Client
My Profile
Edit Profile
Login and Security
Edit Login and Security
My Apps
Marketplace
Attendee Client(Same as Regular Client)
My Profile
Edit Profile
Login and Security
Edit Login and Security
My Apps
Marketplace
In Meeting Screens
In Meeting - Shared Content
In Meeting - Third party (Salesforce/MoneyguidePro/Blackdiamond)
In Meeting - Activity
Post meeting review
Post meeting feedback
Post meeting thank you
In Meeting - Next Meeting Screen
Client Waiting Room
Waiting Room Agenda
Waiting Room - Shared Documents
Waiting Room - Pending Action Items
Waiting Room - Chat Panel
Email Notifications Layouts
== Updated Layouts ==
Invite Mail
Verification Mail - Signup
Verification Mail - Login
Account Creation Mail
Payment Summary
Password change
Meeting Request mail
Meeting update mail
Meeting Cancelled mail
Meeting Invitation mail
Action Item assigned
Action Item Due
Action Item Reminder
Action Item Overdue
Action Item Completed
Document Approval
DocuSign
Shared Doucment
Meeting Summary
Participants Waiting
Meeting About to begin
Unread Messages
Meeting Respond - Yes
Meeting Respond - No
Meeting Respond - Maybe
Zoom Meeting template
Zoom Meeting Updated template
Zoom Meeting Postponed template
My Templates