Product Guides

Welcome to our comprehensive product guides. Here you'll find detailed instructions and best practices to help you make the most of Finobi's features.

Basics

Signing up

Sign up and configure your organization account on Finobi using Microsoft Office 365

Basics

Joining an organization

Join to an existing organization and start using Finobi

Basics

Integrate Outlook Calendar

Learn how to integrate your Outlook calendar with Finobi

Basics

Record first meeting

Learn how to record your first meeting with Finobi

Basics

View meeting notes

Learn how to view your meeting notes

Basics

Sync Factfind notes

Learn how to sync your Factfind notes with Finobi

Basics

Create and Assign tasks to your team members

Learn how to create and assign tasks to your team members

Basics

Create Factfind notes templates

Learn how to create Factfind notes templates