video1.0<iframe src="https://www.loom.com/embed/4c5b02b0f7c549509dd4a59a1c568a65" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4c5b02b0f7c549509dd4a59a1c568a65-f37bd938fa2c540c.gif521.9In this video, I walk you through how to effectively use the navigation menu on the left side of your screen. I cover key tabs such as the clients tab for creating new clients, the transactions tab for managing your transactions, and the documents tab for accessing important documents. I also explain how to create templates for documents and deadlines, which can streamline your workflow. Please make sure to review the video and familiarize yourself with these features.