You can monitor and track your progress throughout the implementation process by using our Implementation Guide Checklist. You can access the printable version here.


banking, business, checklist



 Create Groups

 Organization Setup 

☐ Configure Partner Organization Fields / Become a Partner Form

☐ Create Partner Types

☐ Set Prospective Partner Stages

☐ Configure Partner Regions

☐ Configure Partner Agreements

☐ Determine Library Content Structure

 Add Library Folders

☐ Upload Content to Folders

☐ Set Content Group Permissions for Content

☐ Configure Deal Registration Process

☐ Configure Lead Distribution Process (if licensed)

☐ Configure Distributor Module  (if licensed)

☐ Configure Referral Module  (if licensed)

☐ Configure MDF Process (if licensed)

☐ Configure Business Planning Module (if licensed)

☐ Configure Training and Certification (if licensed)

☐ Configure Co-Branded Collateral  (if licensed)

☐ Update Home Page Widgets

☐ Configure Global Email Settings 

☐ Add Partner Users (Final Step)