Video Tutorials
Watch step-by-step video guides for using PartnerAlly.
Video Tutorials
Video tutorials provide visual, step-by-step guidance for using PartnerAlly. Watch at your own pace and follow along in the platform.
Getting Started Videos
Platform Overview
Duration: 5 minutes
Learn the basics:
- Navigating the sidebar
- Understanding the dashboard
- Key features overview
- Where to find help
First-Time Setup
Duration: 8 minutes
Complete your initial setup:
- Account configuration
- Organization settings
- Enabling frameworks
- Inviting team members
Uploading Your First Document
Duration: 4 minutes
Get started with document analysis:
- Preparing documents for upload
- The upload process
- Understanding analysis results
- Reviewing identified gaps
Core Features
Document Management
Duration: 6 minutes
Master document handling:
- Organizing with folders and tags
- Bulk upload techniques
- Re-analyzing documents
- Managing evidence
Working with Gaps
Duration: 7 minutes
Understand gap management:
- Filtering and sorting gaps
- Understanding gap details
- Updating gap status
- Connecting to workflows
Creating Workflows
Duration: 10 minutes
Build effective workflows:
- AI workflow generation
- Manual workflow building
- Managing tasks
- Tracking progress
Risk Management
Duration: 8 minutes
Master risk features:
- Adding risks
- Using the priority queue
- Risk assessment
- Treatment options
Advanced Topics
AI Features Deep Dive
Duration: 12 minutes
Maximize AI capabilities:
- How AI analyzes documents
- Understanding confidence scores
- AI workflow generation
- AI chat assistant
Audit Preparation
Duration: 15 minutes
Get audit-ready:
- Assessing readiness
- Gathering evidence
- Organizing for auditors
- Common audit scenarios
Team Collaboration
Duration: 8 minutes
Work effectively as a team:
- Role-based access
- Task assignment
- Comments and communication
- Shared workflows
Framework-Specific
SOC 2 in PartnerAlly
Duration: 12 minutes
SOC 2 compliance workflow:
- Enabling SOC 2 framework
- Understanding Trust Service Criteria
- Mapping documents to controls
- Preparing for audit
HIPAA Compliance
Duration: 10 minutes
HIPAA compliance workflow:
- HIPAA-specific requirements
- Safeguards mapping
- Risk assessment
- Evidence collection
ISO 27001 Certification
Duration: 12 minutes
ISO 27001 preparation:
- ISMS requirements
- Annex A controls
- Statement of Applicability
- Certification readiness
Quick Tips
2-Minute Tips Series
Short, focused tutorials:
| Tip | Duration |
|---|---|
| Keyboard shortcuts | 2 min |
| Bulk actions | 2 min |
| Saved views | 2 min |
| Quick filters | 2 min |
| Export tricks | 2 min |
Watching Videos
In the Learning Hub
Videos play directly in the Learning Hub. You can pause, rewind, and adjust playback speed.
Video Controls
| Control | Action |
|---|---|
| Play/Pause | Space bar or click |
| Speed | Adjust 0.5x to 2x |
| Fullscreen | Expand for detail |
| Captions | Enable subtitles |
| Quality | Adjust resolution |
Progress Tracking
Your video progress is saved:
- Resume where you left off
- See completion percentage
- Track videos watched
Video Categories
By Skill Level
| Level | Recommended Videos |
|---|---|
| Beginner | Platform Overview, First-Time Setup, First Document |
| Intermediate | Gap Management, Workflows, Risk Management |
| Advanced | AI Deep Dive, Audit Preparation, Advanced Workflows |
By Role
| Role | Recommended Videos |
|---|---|
| Compliance Manager | All videos |
| Team Member | Working with Gaps, Tasks, Comments |
| Executive | Platform Overview, Dashboard |
| IT/Security | Document Management, AI Features |
Requesting New Videos
Suggest a Topic
We're always adding new content. Suggest topics via:
- Feedback button in Learning Hub
- Support request
- Community forum
Popular Requests
Videos in development:
- Integration tutorials
- Custom reporting
- Workflow templates
- Industry-specific guides
Downloadable Resources
Accompanying Materials
Many videos include:
- Cheat sheets
- Reference guides
- Sample documents
- Checklists
Where to Find
Look for the "Resources" section below each video for downloadable materials.
Live Training
Webinars
Join live training sessions:
- Monthly feature overviews
- Q&A sessions
- New release walkthroughs
- Best practices workshops
Registration
Sign up via:
- Learning Hub calendar
- Email announcements
- Account dashboard
Common Questions
Can I download videos?
Videos are available for streaming only to ensure you always have the latest version.
Are there transcripts?
Yes, most videos include:
- Closed captions
- Downloadable transcripts
- Key timestamps
How often are videos updated?
Videos are updated:
- When features change
- Based on user feedback
- With platform updates
- New videos monthly
Can I share with my team?
Yes! Share video links with team members. They'll need PartnerAlly access to view.
Next Steps
- Quick Start Guide - Apply what you learned
- Framework Guides - Deep dive on frameworks
- Best Practices - Industry recommendations