Training Documentation
Below you will find training documentation you might find useful.
Please select from the appropriate user group for specific information.
How to download your client list from Filogex Expert
How to upload your csv client file from Filogex Expert
Welcome Letter your clients receive from NETTRAKK
How to customize the monthly email to your clients
For your clients – Instructions for Setting up their NETTRAKK Account
Template email to advise clients they will be enrolled in NETTRAKK
How to create a custom email using the NETTRAKK AI generator
How to upload your client list using the NETTRAKK template
Welcome Letter your clients receive from NETTRAKK
How to customize the monthly email to your clients
For your clients – Instructions for Setting up their NETTRAKK Account
Template email to advise clients they will be enrolled in NETTRAKK
How to create a custom email using the NETTRAKK AI generator