Resources

Get the help you need to get started using RealAssist.

Videos

How to Sign Up

Get help signing up for Realassist.

How to Connect Box

Learn how to connect your Box account to RealAssist for document management.

How to Add a New Deal

Get started by adding a new transaction.

How to Set Task Defaults

Set your task default lists to take advantage of deal automations.

How to Use Tasks

Understand how our task system works and how to add it into your workflow.

How to Manage Documents

Learn how to use our document system to keep your files organized.

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