Knowledge Base | Humanize IT
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Client Meeting Report Tool
Getting Started with Humanize IT
Software Onboarding
Software Important Concepts and Practices
Support
Legal
Product Integrations
Connectwise Integration
HaloPSA Integration
Autotask Integration
Basecamp Integration
Report Tool Embeds
Quick How To guides
Client level actions
Platform level actions
Hints, tips and Inspiration
Tip of the Week
Use Case Videos
email templates
Client Meeting Report Tool
Featured
Widgets
Embedding Third Party Applications
Managing Reports
vCIO Operations Tool
Software Adoption Steps
Best Practices
FAQ
Service Productization Tool
Screen Explainers
Setup
Academy
Profile
Product Updates
2021
2020
2019
2018
2017
Partner Resources
Virtual-C
Sea-Level Operations
Dashboard
COVID-19 Tools
Tool Access
COVID-19 Remote Work Readiness Audit
Covid-19 Remote Work Readiness Self Assessment
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Knowledge Base | Humanize IT
Client Meeting Report Tool
Getting Started with Humanize IT
Software Onboarding
Software Important Concepts and Practices
Support
Legal
Product Integrations
Connectwise Integration
HaloPSA Integration
Autotask Integration
Basecamp Integration
Report Tool Embeds
Quick How To guides
Client level actions
Platform level actions
Hints, tips and Inspiration
Tip of the Week
Use Case Videos
email templates
Client Meeting Report Tool
Featured
Widgets
Embedding Third Party Applications
Managing Reports
vCIO Operations Tool
Software Adoption Steps
Best Practices
FAQ
Service Productization Tool
Screen Explainers
Setup
Academy
Profile
Product Updates
2021
2020
2019
2018
2017
Partner Resources
Virtual-C
Sea-Level Operations
Dashboard
COVID-19 Tools
Tool Access
COVID-19 Remote Work Readiness Audit
Covid-19 Remote Work Readiness Self Assessment
Client Meeting Report Tool
Start engaging client meetings to increase your client retention and expansion. Available on all plans.
Featured
Asset Management
Proposals
Client Touchpoint Alerting
Widgets
Report Widget Explainer
How to use the Service Review Widget
How to use system variables in reports
How to Embed 3rd party applications to the Content Widget
Embedding Third Party Applications
Embed drawing applications for added visuals
Embed survey applications for data collection
Embed your Client-facing Office 365 Documents
Embed your client facing Google documents
Embed PDF documents
How to Embed Videos to Structured Meetings
Embed Calendar Applications for Easy Scheduling
See more
Managing Reports
Reporting How-To Videos
How to Edit a Report Template
How to update a client report from a template
Service, Technology Stack and Best Practice Standardization
How to Organize your Meeting Reports
See more
