hCue Complimentary Training Resources

These short videos are available from within hCue to help guide your day-to-day activities. They can be found by clicking on the pink circle with white question mark at the bottom, right-hand corner of each hCue. Topics include:

 

Address Book
Create an Alert
Create a Report
Creating Custom Fields
CT Pending Updates
DocuSign – How to e-sign document(s) from hCue using DocuSign
DocuSign – How to set up hCue with DocuSign
Entering a Merger and Name Change
Entity Favorites
Management Structure – Adding, Editing and Deleting
Management Structure – Copy To and Copy Form
Management Structure – Global Functions
Management Structure – View Corporate Roles by Individual
Ownership Transactions
Reference Tables
Search for Documents
Upload and Share Documents
User Preferences

We also have Org Chart specific trainings that can be found in the Org Chart Tab. Org Chart video trainings include step by step details on a variety of options available in the Org Chart tool. They can be found under the pink question mark on the Org Chart home page.

Do you or your organization need more tailored training within your database? Do you have new employees or a need to expand access to your other key stakeholders?  Please reach out to your hCue Business Consultant to discuss a training strategy.

Our hCue Support team is housed in our New York offices and can be reached at 800-435-0808 Monday - Friday from 8 am - 8 pm ET. They can assist in answering a quick question or guide you through a new process you may not have done before. Although not a substitute for training they are an excellent resource to assisting you in getting you what you need in hCue.