Getting Started
In-App Support
In-App Support Midwinter has introduced enhancements to User Support functionality within AdviceOS by utilizing an in-app support overlay that works with you while you navigate the software. It is a seamlessly integrated technology that helps you ...
Dashboard
Managing the date range of your widgets Several widgets on the AdviceOS dashboard allow a user to view certain information over a period of time. For example, the Emails, File Notes, Tasks, Documents or Client Notes widgets will allow you to review ...
Online Training video - Introduction to Advice OS
Password Reset
When users are unable to log in due to either forgotten password or incorrect password being entered, there are two approaches we suggest our users to follow. User will be locked out for 15 minutes when there are too many failed attempts. We cannot ...
Multi-factor Authentication
Overview What is multi-factor authentication? MFA stands for Multi-Factor Authentication and refers to the ability to authenticate a user based on more than just a username and password. Multi-factor authentication is a security feature that can help ...
How to Access Support
Our friendly customer support team are standing by if you need further help with AdviceOS. They are available between 8:30am - 6:00pm AEST, Monday to Friday by calling 1300 882 938 or by emailing info@midwinter.com.au You can find lots of self-help ...
Introduction to AdviceOS
We have provided you with a short video introducing you to AdviceOS and basic information for anyone new to the software, including: How to customise your dashboard How to navigate AdviceOS How to navigate Fact Find For a more detailed introduction, ...
Welcome to the AdviceOS Help Centre
We're here to make your journey using AdviceOS as simple as possible. Within this Help Centre you will find a number of training materials presented as user guides, short videos & webinars to help you to understand how to use and make the most of ...