Aveni

What File Check is, signing in, and finding your way around.

Getting Started

The assistant that answers questions about your cases, and does the work for you.

Ask Aveni

Getting a case pack into File Check, and what happens next.

Submitting Cases

My Day, the Case Queue, owners, deadlines and triage.

Finding and Sharing Out Work

Working a case from first look to sign-off.

Reviewing a Case

Writing, signing off and sending the report on a case.

Reports

Outcomes, failure reasons and trends across advisers and teams.

Analytics

People, roles, client firms and how File Check is set up.

Administration

Fixes for common problems, and honest answers about what File Check can't do yet.

Troubleshooting and FAQs

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Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets and conversations related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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