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 Internal and Partner Groups

 Organization Setup 

☐ Determine Library Content Structure

 Add Library Folders

☐ Upload Content to Folders

☐ Set Content Group Permissions for Content

☐ Update Home Page Widgets

☐ Configure Partner Organization Fields / Become a Partner Form

☐ Configure User Fields

☐ Create Partner Types

☐ Set Prospective Partner Stages

☐ Update Email Notifications

☐ Configure Partner Regions

☐ Configure Partner Agreements

☐ Configure Deal Registration Process

☐ Configure Lead Distribution Process (if licensed)

☐ Configure MDF Process (if licensed)

☐ Configure Business Planning Process (if licensed)

☐ Configure Training and Certification (if licensed)

☐ Configure Co-Branded Collateral  (if licensed)

☐ Add Partner Users (Final Step)