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Gilli
User for 7 months
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Restore a User
A previously archived user can be restored. Navigate to the 'Users' page. Click 'Archived' ...
Record Commentary and Judgement
Overview A Record Comment of Judgement is a structured note that documents advice, observations,...
Timeline
Overview Every record in Beegle — accounts, goals, individuals, policies, key dates, financial s...
Storage Usage
For each active client group, Beegle provides 10GB of file storage. The allocated storage is not ...
Enabling Integrations
Before being able to use an integration it needs to be enabled by a Beegle user with administrati...
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Timeline
Details about the timeline attached to records and how to manage it.
Integrations
Details of how to set up and use integrations
AI Services
Details of the AI featured incorporated in the app and how to use them
Projections
Details about adding and using projections
Key Dates
Instructions on how to utilise key dates and deal with certain scenarios
Recently Created Books View All
Agreements
User agreements and privacy policies
Privacy and Security
Beegle's approach to security and privacy
Features and Usage
Guides and details on particular features and records in Beegle
Billing & Subscriptions
Details about managing billing and subscriptions
User & Login Management
Details about managing user privileges and login credentials