Getting Started & Dashboard

• Quick-Start Software Tutorial
• 5-Minute Walk-Through
• Software Orientation
• Add Your Logo & Photo to the Software Top Banner
• Pop-up Presentations & Screens
• Draw Tool Tutorial

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Settings & Resources

• Resources Overview
• Settings Overview
• Canadian Version of the Software: Change Settings to Target Culture Canada & Update Your OCQ Link Settings
• List of What Changes in the Canadian Version of the Software: Target Culture Canada
• Updating the Disclosure Statement

Contacts

• ★ Import Contact cow4 File
• Contact Overview
• Online Confidential Questionnaire OCQ Link
• Managing Online Confidential Questionnaire (Online CQ) Contact Data
• Create a Spending Game Scenario with Online CQ data
• Export a Contact & Share with Another COW Subscriber

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Presentations

• Presentation Dashboard Overview
• Presentation Popups and Software Open on Another Screen
• Online Confidential Questionnaire OCQ Suggestions for Sharing with Clients & Prospects
• Personal Economic Model's Scenarios
• Personal Economic Model Protection Tools
• Personal Economic Model Functionality & Linked Presentations

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Custom Presentation Builder

• How to create a custom presentation with Presentation Builder
• Convert Your PowerPoint Slides to JPEG to Import into Presentation Builder
• Image file type and sizing to import into the Presentation Builder
• Import Export Custom Presentation
• Import Legacy Custom Presentation

Report Builder

• COW Screen Print Option
• How do I copy-paste information from Word to Report Builder
• Add an Image in Report Builder

Referral Center

• Referral Center Overview
• Get Connected with the Referral Center Map – Add Your Pushpin

FAQs

• Circle of Wealth abbreviations and acronyms
• How do I load the PEM background into my Zoom as my virtual background?
• Cow Desktop Software - Key Board Shortcuts
• How do I import and export information into the software?
• What does my Login Error Message mean?
• Can I still use my the Windows Legacy Circle of Wealth®?

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Software Updates & Release Notes

• Software Updates