NextChapter App

This article walks through both requirements so you can clear the alert for ECF on the Review Screen.

Resolving the "ECF" Alert on the Review Screen

This article walks through each requirement so you can clear the alert and move on to filing.

Resolving the "Client Profile" Alert on the Review Screen

This article walks through the requirement so you can clear the "Filing Information" alert and move on to filing.

Resolving the "Filing Information" Alert on the Review Screen

This article walks through the requirement so you can clear the alert for "Credit Counseling Certificate" and move on to filing.

Resolving the "Credit Counseling Certificate" Alert on the Review Screen

James Brooks

Outlines every requirement for the Review and File Section

Review and File

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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