Voiceover training

Use case video library

Choose your role and the task you want to learn. Every video includes captions, written steps, a transcript and answers to common questions.

Platform walkthroughs use actual screens to explain the controls and next steps. Preparation videos identify prerequisites and limitations, including tools that are still coming soon.

What do you want to do?

4 use cases

1:35

Use Case 48 · Service provider

Receive referrals

Preparation only. You offer specialist services and want relevant deal teams to find and work with you. This is preparation only: automatic referral intake is unverified.

Available steps and preparation

Watch video and read the steps

1:27

Use Case 49 · Service provider

Support deals with your services

You have an agreed legal, accounting or valuation assignment on a transaction. Find the permitted deal, confirm side and role, and define your deliverable before requesting evidence.

Platform walkthrough

Watch video and read the steps

1:30

Use Case 50 · Service provider

Work inside deal workspaces

You need to resolve a deal question with the broker and client while preserving the evidence trail. Find the permitted record and confirm membership.

Platform walkthrough

Watch video and read the steps

1:28

Use Case 51 · Service provider

Upload reports and documents

You prepared a report for an authorised engagement and need the correct version in the room. Start with the appropriate data room and document categories.

Platform walkthrough

Watch video and read the steps