---
title: Non-professional user guide | Help Center
description: Non-professional user guide
---

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1. [Help Center](https://support.connectworks.com/)
2. [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide)

# Non-professional user guide

## GETTING STARTED FOR NON-PROFESSIONAL USERS

- [Account creation for non-professional users](https://support.connectworks.com/5419801-account-creation-for-non-professional-users)
- [Document signing for non-professional users](https://support.connectworks.com/6384586-document-signing-for-non-professional-users)
- [Connectworks basics for non-professional users](https://support.connectworks.com/5736281-connectworks-basics-for-non-professional-users)
- [Navigating your Personal Workspace](https://support.connectworks.com/5736285-navigating-your-personal-workspace)

## DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS

- [Document storage for end-users](https://support.connectworks.com/5677985-document-storage-for-end-users)
- [Approving resolutions (Directors, Shareholders & Trustees)](https://support.connectworks.com/5678016-approving-resolutions-directors-shareholders-trustees)

- [Getting started](https://support.connectworks.com/getting-started#main-content)

    - [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started#getting-started-for-professional-firms)
    - [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started#loading-client-profiles)
    - [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration#main-content)

    - [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration#staff-management)
    - [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration#general-administration)
    - [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration#document-management-add-on)
    - [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration#practice-manager-add-ons)
    - [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration#nz-companies-office-integration)
    - [SECURITY](https://support.connectworks.com/firm-administration#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance#main-content)

    - [AML WORKFLOW](https://support.connectworks.com/aml-compliance#aml-workflow)
    - [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance#client-due-diligence)
    - [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance#electronic-verification)
    - [AML RESOURCES](https://support.connectworks.com/aml-compliance#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#main-content)

    - [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns#getting-started-with-companies)
    - [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns#managing-company-roles-associations)
    - [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#company-management-other)
    - [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns#the-annual-return-workflow)
    - [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management#main-content)

    - [SHARE REGISTER](https://support.connectworks.com/company-management-share-management#share-register)
- [Trust Management](https://support.connectworks.com/trust-management#main-content)

    - [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management#getting-started-with-trusts)
    - [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management#associated-parties-trusts)
    - [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types#main-content)

    - [INDIVIDUALS](https://support.connectworks.com/entity-types#individuals)
    - [ESTATES](https://support.connectworks.com/entity-types#estates)
    - [PARTNERSHIPS](https://support.connectworks.com/entity-types#partnerships)
    - [LPs](https://support.connectworks.com/entity-types#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement#main-content)

    - [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement#client-engagement)
    - [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement#document-generation-from-precedents)
    - [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement#document-management)
    - [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement#document-sharing-signing)
    - [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide#main-content)

    - [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide#getting-started-for-non-professional-users)
    - [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide#document-management-for-non-professional-users)

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