We created this collection of useful Topic Training Guides to help you get started in Hubly and show you how Hubly can be used to create structure for the different areas of client service in your firm.
While you're working through Topic Training Guides, you'll likely be testing things out and getting to know Hubly better.
If you run into any questions, we want you to be able to get the best possible support. 👍
Help yourself
The quickest, and often easiest way to find answers to your questions is on Hubly's Help Center:
Need more in-depth help?
If you've checked out the Help Center and still need some guidance, you can use the built-in Chat to send us a message. We're here to help, just ask! 🙋♂️
Already a Hubly user?
You can also reach your Implementation Lead directly or contact us at support@myhubly.com to be connected to a Hubly Workflow Expert.