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Getting set up
How do I install the Elen app?
Can I try Elen or get a demo?
Account Setup and settings
I've forgotten my password
How do I add a user?
What user permission levels are there?
How do I give my client access to their Client Portal?
How do I add a client?
Can I delete a client?
How do I create a client fact find?
What can my clients see in the Client Portal?
General FAQ and articles
Can I use Elen on my phone or tablet?
Browser support, which ones work?
When adding a policy, the Policy type or Provider is missing from the list?
Platform and provider integrations
Transact - Integrating with Elen
Import client data
Import client data via CSV
List of policy types by category
List of providers
Example of CSV upload, including clients with multiple policies
Set up your email integration
Legal and Billing
Legal and Compliance
Links to Elen Financial Ltd Policies
Billing and Payments
How do I cancel my subscription
Help and Support
How do I raise a support ticket?