{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/3f407ce725ce4896a8fca500698d3833\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/3f407ce725ce4896a8fca500698d3833-13ab9ea92d968c42.gif","duration":203.079,"title":"Organizing Your Fiduciary Files Effectively 📁","description":"In this video, I walk you through how to manage and associate files with plans within our system. You'll see how to navigate to the files section, where we provide a structured folder system for reports and fiduciary files. I demonstrate how to create new folders, upload documents, and organize your files effectively. I encourage you to customize the folder structure to fit your needs and to explore the various functionalities available for managing your documents. Please take a moment to familiarize yourself with these features to enhance your workflow."}