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User Guide
English
English
  • About FiinGate
  • 🟦INTRODUCTION
    • About User Manual
    • How to Read This Manual
  • 🟦Getting Started
    • System Requirements
    • Login
    • Restrictions on Account Access
  • 🟦Product Tour
    • Quick Product Tour
    • Platform Layout
      • Header
      • Working Space
      • Footer
    • Features
      • Dashboard
      • Smart Search
      • Screening
      • Company Analysis
      • Dynamic Reports
      • Portfolio Insights
      • Alerts
      • User Management
      • Cart & Order
      • Library
  • 🟦User Manual
    • Change Preferences Settings
      • General Settings for Platform
      • Quick Settings
        • Change Language
        • Change Font size
        • Currency & Unit
      • Workspace Preferences
        • Access Preference Settings
        • Add or Remove Panels
        • Rearrange the Display Order
        • Save Workspace as a Template
        • Manage all Workspace Templates
    • Manage Dashboard
    • Search a Company
      • Using smart search
      • Search multiple companies with conditions
    • View Company Information
      • Summary
      • Company Profile
      • Filing Status
      • Ownership & Group
      • News & Social
      • Industry Overview
      • Financial Statement
      • Score
    • Customize Graphs & Charts
    • Download Information
    • Conduct Analysis
      • Financial Analysis
      • Industry Analysis
      • Peer Analysis
    • Manage Report
      • Types of Report
      • Order & Generate report
        • Business Credit Report
        • FiinGate Factsheet
        • Dynamic Reports
      • Download & View your report
    • Create & Manage Portfolio
      • Create a Portfolio
      • Manage Portfolios
      • Filtered Companies
      • Portfolio Insights
    • Alert Settings
      • Set Alert for a Company
      • Set Alert for a Portfolio
      • Manage All Alerts
      • Create & Edit Alert Profile
      • Following List
    • Payment Process
      • About the Cart
    • Manage My Activities
      • Update my profile
      • Engagement History
      • Transaction History & Billings
  • 🟦Methodology
    • Industry Classification
      • VSIC
      • ICB
    • Financial Ratios
      • Corporate
      • Banks
      • Securities
    • Credit Scoring Models
      • What is Credit Score?
      • About FiinGroup Credit Score
      • FiinGroup Credit Score Methodology
      • Limitation of Credit Score
  • 🟦Support
    • Customer Support
    • FAQs
  • 🟦Related Document
    • Appendix
    • Terms of Use
    • Policy
      • Cookies Policy
      • Privacy Policy
      • Data Policy
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On this page
  • For New Users
  • For Existing FiinGate 1 Users
  1. INTRODUCTION

How to Read This Manual

This section will guide you on how to effectively navigate and make the most of this manual

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Last updated 1 year ago

The manual is divided into several sections, each focusing on a specific aspect, making it easier for you to locate the information you require.

A section is divided into headings and subheadings to organize the content and make it easier to skim through and locate specific topics. These headings will help you quickly identify the relevant sections related to your query.

To efficiently navigate through the manual, you can either follow the sequence of sections or use the search function to find specific keywords or phrases. The search bar is located at the top right of the manual.

For New Users

If you are a new user who has never used FiinGate before, follow these steps to get started:

1 - Getting Started

This section will also guide you through the registration and login process.

2 - Product Tour

This will provide you with an overview of what the product offers.

3 - User Manual

This section provides thorough descriptions of use cases for each feature. You can select the specific use case you want to learn more about.

4 - Support and Assistance

During your usage of FiinGate, if you encounter any difficulties or problems with the system, our dedicated Support team is available to assist you.

For Existing FiinGate 1 Users

If you have previous experience with FiinGate version 1.0, follow these steps to quickly adapt to the new product:

1 - Product Tour

This will help you familiarize yourself with any changes or enhancements.

2 - User Manual

This section provides comprehensive descriptions of use cases for each feature. You can choose the specific use case you want to learn more about.

3 - Support and Assistance

During your usage of FiinGate, if you encounter any difficulties or problems with the system, our dedicated Support team is available to assist you.

Begin by reading the section to understand the minimum hardware and software requirements for FiinGate.

Next, take the to familiarize yourself with the main features of FiinGate.

For detailed instructions on using each feature, refer to the .

Contact our team to receive the necessary advice and technical support.

Start by reviewing the to understand the key features of the new product.

For detailed instructions on using each feature in the new version, refer to the .

Contact our team to receive the necessary advice and technical support.

🟦
Getting Started
Product Tour
User Manual
Support
Product Tour
User Manual
Support
FIgure 1: Manual Outline