Getting Started

Phundex Terms and Conditions
Phundex Terms and Conditions attached 
Tue, 30 Aug, 2022 at 4:39 PM
1-Minute Video introduction to Phundex
For a short introduction to the Phundex Platform and what you can do on it, please click on the video link below.  It will give you a quick overview of the ...
Mon, 1 Aug, 2022 at 10:58 AM
Phundex User Guide Editable/Fillable PDF's
User Guide Attachment  - this document shows how to create and use editable pdf's
Thu, 18 Aug, 2022 at 11:15 AM
Phundex User Guide - Manager
User Guide Attachment  We've created an initial user guides for Managers which you can download as a quick start guide.  YOu may also want to see so...
Tue, 30 Aug, 2022 at 4:46 PM
Where can I find a user guide?
All Phundex user guides can be accessed by clicking on the links below • Phundex User Guide – Editable fillable PDF’s Phundex User Guide - Editable fil...
Tue, 23 May, 2023 at 11:34 AM
Phundex Glossary of Terms
                                                                 At Phundex, we want to make things simple and streamlined.  However, we know that getting t...
Mon, 1 Aug, 2022 at 11:00 AM
Phundex Platform Tips
At Phundex we’ve included helpful tips on the platform to make your experience easier- and we’ve included them all here in one place so they are easy to fin...
Tue, 30 Aug, 2022 at 5:11 PM
How to use the Phundex Platform- Video
Here is a video showing the various components of the Phundex Platform and how to use them including: Network Pathways Stages Tasks Task Forms Teams ...
Mon, 1 Aug, 2022 at 11:02 AM
How to Manage Transactions and Processes on Phundex - Video
In this video we show you how to manage transactions and processes on the Phundex Platform including: Managing existing pathways by editing, adding and ch...
Tue, 30 Aug, 2022 at 5:05 PM
Setting up Tasks - Video
This video shows how to set up Tasks and the various options including: Requesting an attachment be added as part of a task;  Providing an attachment fro...
Tue, 30 Aug, 2022 at 5:09 PM