• Contact Us
  1. Home
  2. Onboarding
  3. Template Set Up
  4. About Template Setup

Categories

  • Onboarding
    • Introduction to Kinnect
    • Introduction to Onboarding
    • Legal Entities
    • Finish Account Setup
    • Security & Privacy
    • Vault Set Up
    • Discovery
    • Template Set Up
    • Data Types
    • Onboarding Responsibilities
    • Network Suggestions
    • Network Set Up
    • Incomplete Items
    • Potential Duplicates
    • Inbox
    • Document Suggestions
    • Free Trial
    • Reports
    • My Vaults
    • Template Maintenance
  • Resources
    • Diagnostics
    • Supplemental
  • Professional Resources

Categories Categories

  • Onboarding
    • Introduction to Kinnect
    • Introduction to Onboarding
    • Legal Entities
    • Finish Account Setup
    • Security & Privacy
    • Vault Set Up
    • Discovery
    • Template Set Up
    • Data Types
    • Onboarding Responsibilities
    • Network Suggestions
    • Network Set Up
    • Incomplete Items
    • Potential Duplicates
    • Inbox
    • Document Suggestions
    • Free Trial
    • Reports
    • My Vaults
    • Template Maintenance
  • Resources
    • Diagnostics
    • Supplemental
  • Professional Resources

About Template Setup


Template Setup Walkthrough 🏡 - Watch Video

This video guides you through setting up templates in your vault. Templates help organize data like ownership structures and related information. It also explains how to add data to templates, break down complex data into manageable parts, and demonstrate steps like ownership settings and live data feeds. Watch to learn how to efficiently manage and share data using templates in your vault.


Was this article helpful?

Kinnect Help Center

HelpCenter.io

Back to top