Introducing Clipboard Web

What is Clipboard Web?

Designed for advisers, capture or update client details in-meeting and sync to Salesforce.

Following the release of Clipboard iPadOS (iPad app), we have launched Clipboard Web, a version of the Clipboard solution accessible on browser.

• Available for advisers on any device
• Intuitive table view for easy financial data capture
• Precise digital handwriting to record essential details
• Instantly updates Salesforce field-by-field

Clipboard Web is available on the Professional and Team plans

Access from your Pre-Meet account or sign up now

We help client facing teams work faster and more effectively by eliminating admin and enabling a fully digital advice journey.

FAQs

Which plan do I need to access Clipboard Web?

• Clipboard for Web is available on the Professional or Team plans. 
• Click here for plans and pricing.

I’m on the Professional / Team plan. How do I access Clipboard Web?

• To view any existing clients on Clipboard Web, simply log into your Pre-Meet account and use the search bar to pull any record and select the option to open the record in Clipboard Web.
• You can also create a new client record directly from your account. Once you’ve successfully created the record, there will be an option to open it in Clipboard Web (green button to the right of the record).

How does it sync to Salesforce?

• We use your SJP login details to pull and sync to Salesforce.
• Any updates you make in each field will instantly update to the corresponding field in Salesforce.

Can support staff access Clipboard Web?

• It is possible for support staff to access the service. However, due to Salesforce restrictions on some support staff codes, they may not have the correct permissions to sync details. 
• As a workaround, we can assign your practice code, or any adviser’s code, to support members’ accounts. 
• Please get in touch with any code assignment requests and a member of our team will update this for you. Contact us at support@digitalclipboard.com.
• Our team is working on making this process better.

What are the differences between Clipboard iPadOS and Clipboard Web?

Our aim is to make our solutions available to as many users as possible. Whilst Clipboard Web provides greater flexibility, with accessibility on any device, there are some unavoidable differences between the original iPadOS app and Web.

We’ve outlined the main differences in terms of functionality and available features below. We’ll continue to work towards aligning the two versions as best as possible.

• Digital handwriting capability is dependent on the device you’re using to access Clipboard Web. Microsoft Surface Pro users will be able to use the stylus for handwriting. The Apple Pencil is used to write notes on Clipboard iPadOS.
• The handwriting toolbar is limited to text options on Clipboard Web. Clipboard iPadOS also includes drawing, maths and photo tools which are native to the device.
• Clipboard Web relies on Internet connection to access the service via browser. Clipboard iPadOS can work offline.
• Auto-generation of documents is not yet available on Clipboard Web. We’re working on enabling this for LOAs.

How do I sign up?

If you already have a Digital Clipboard subscription

• Clipboard Web is accessible on the Professional and Team plans. If you’re already on one of these plans, you automatically have access. 
• To view any existing clients on Clipboard Web, simply log into your Pre-Meet account and use the search bar to pull any record. This will open up the Clipboard interface.

If you don’t yet have a Digital Clipboard subscription

• Clipboard Web is accessible on the Professional and Team plans. Click here for plans and pricing. 
• To sign up, just select the Free trial button on your chosen plan on the Pricing page and go through registration. This will set you up on an initial 30-day free trial.
• Once your trial ends, you’ll be charged via your SJP Partner Account. 
• Note that your device needs to be connected to SJP’s VPN service to access Clipboard Web, via the Pre-Meet website.
• You can find more details about signing up on the Pre-Meet user guide.

Support