Advice Designer

How to access the Review Presentation

On the Recent Reviews widget

In line with the review you wish to view, click on the Vertical Ellipse “⋮”

1. On the Recent Reviews widget
2. In line with the review you wish to view, click on the Vertical Ellipse “⋮”
3. Select View Presentation

1. Click on the Reviews tab
2. In line with the review you wish to view, click on the Vertical Ellipse “⋮”
3. Select View Presentation

Click on the Vertical Ellipse “⋮”

1. Click on the Clients tab
2. Click on the Vertical Ellipse “⋮”
3. Select View Reviews
4. In line with the review you wish to view, click on the Vertical Ellipse “⋮”
5. Select View Presentation

How to access and navigate Review Presentation

Review Authoring: Presentation

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Review Authoring: Presentation

How to access the Review Presentation

Via the Dashboard

Via the Reviews tab

Via the client profile