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Interactive Tutorials
Learn by doing with Confido's interactive tutorials. These guided walkthroughs provide a hands-on experience in a simulated environment, allowing you to practice common workflows step-by-step before performing them in your live account.
Interactive tutorials are designed to help you:
- Learn platform features faster
- Follow guided instructions in real time
- Understand best practices and common workflows
- Build confidence before completing actions in your own account
All tutorials use sample data and do not affect real transactions or client records.
Available Tutorials
How to Create a Disbursement
Learn how to create and approve disbursements, send funds to recipients, and track the status of each disbursement from creation through delivery.
How to Issue a Refund
Learn how to locate a transaction, process full and partial refunds, send refund receipts, and understand how refunds are funded based on your firm's configuration.
How to Access Your Billing Statements
Follow this walkthrough to locate your account statements, review the charges and fees listed, and download or share them for your records.
➡️ Launch Tutorial