Getting Started

Install Vizulate
You can install Vizulate™ directly on to the computer you intend to use the software on. Follow the download link in your email, or click here to access ...
Wed, 10 May, 2017 at 12:09 PM
How do I access Vizulate for the first time?
How do I access Vizulate? Vizulate is an Excel® add-in.  Once you’ve installed the software, navigate to Excel® and click on the Vizulate™ tab at the...
Wed, 10 May, 2017 at 12:13 PM
Drawing a new chart
How do I create a new chart? There are two options: Using the Vizulate welcome screen  On the pop up, type the new group name and press OK Usi...
Wed, 10 May, 2017 at 12:22 PM
Previewing and editing your chart
Once you have completed the data sheet, click on the Show Export / Preview button below to start the chart formatting process: Edit the appearance o...
Wed, 10 May, 2017 at 12:35 PM
Setting Firm Wide Customisations
Customise firm colours / logos / options You can edit a few areas as part of the initial setup of the software that can be rolled out across your firm. It...
Wed, 10 May, 2017 at 12:36 PM
Importing data from external systems
Vizulate has the ability to import data from existing Practice Management Systems. This means that names and entity types of groups can be imported to p...
Wed, 10 May, 2017 at 2:44 PM
Creating a new chart from imported data / database
Vizulate has been designed to allow you to connect it to certain client databases To see which databases are currently supported by Vizulate, navigate the...
Wed, 10 May, 2017 at 2:48 PM