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Guides & Tips

Browse the library of user guides, support articles, tips and videos tutorials to help you get the most out of your solution. Keep visiting this page for new tools and resources.

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Video

Checkpoint - Navigating the eLearning Program (4:26 min)

For customers who subscribe to XYZ MFA products and want a quick overview of the key features of Checkpoint.

Features & Functionality

Video

Checkpoint - Navigating the XYZ Model Financial Account Products (7:05 min)

Learn how to access and login to Checkpoint, locate and browse XYZ Model Financial Account products, and conduct searches in Checkpoint.

Features & Functionality

Tips

Checkpoint Tip - Refining Search Results

A search can be refined within Checkpoint by adding another search term(s) to your original search.

This feature helps to avoid having to enter long and complicated search strings when running your...

Features & Functionality

Tips

Checkpoint Tip - Applying Filters

Checkpoint provides you with the option to filter your search results by a variety of different categories. This will enable you to target key areas relevant to your research, group your results for...

Features & Functionality

Guide

Checkpoint Guide - Quick Links

Learn how to setup a Quick Link to your depreciation rates. Quick Links behave like a bookmark or shortcut to information that is important to you, allowing you to find a specific rate within a...

Features & Functionality

Guide

Checkpoint Guide - RSS Feeds

Checkpoint enables alerts to be setup to send notifications when new documents are added to Checkpoint. You can define the areas to be notified, when and how you receive the alerts.

Learn how to...

Features & Functionality

Guide

Checkpoint Guide - Preferences

Checkpoint has several default settings that you can change to suit your individual research requirements. This can be done by navigating to the Preferences page.

Features & Functionality

Guide