Cadence

General articles about Cadence, and any features or settings that are universal across all apps.

Cadence - General

You can invite a friend, family member, or professional to collaborate in your account and help you make progress.

How to add a collaborator to your account

How to add an additional layer of security to your account.

Set up two-factor authentication

You might not be able to access Cadence while traveling.

In what countries can I use Cadence?

What devices will Cadence work on?

You have access to our Support Specialists whenever you need

How can I get help when I need it?

You can store documents and files in your Cadence account

How do I upload documents?

You might want a copy of your roadmap to access offline.

Can I download my information?

Cadence can send some notifications to businesses and institutions on your behalf with Easy Notice.

What is Easy Notice?

How to Guides and Information

Cadence is an easy-to-use website that provides estate guidance and grief resources.

What is Cadence & how does it work?

We've designed our platform with simplicity and ease of access in mind.

I struggle with technology. Can I use Cadence?

We take your privacy very seriously and we are committed to safeguarding personal information in our custody and control.

Is my information secure in Cadence?

Cadence Overview

Family portal

Partner portal

Cadence website

Cadence platforms

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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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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