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A great starting point for all new users, in this video the basics of navigating GEMS are explored.

Video - Getting the most from the Snapshot, Basic Searching and More May 3 2023

How to get started with navigating and finding information in GEMS.

Browse Entity Data in GEMS

Access GEMS

Reset your password

Review the Responsive Interface of GEMS 

Explore the Structure of a GEMS Entity Record 

Explore the GEMS Hubs 

Navigate Between Temporary Tabs

Consult the User Reference Bar 

Recognize Common Icons in GEMS 

Bypass entering login details by adding a bookmark (SSO only)

Navigate GEMS

Introduction to the GEMS Search Hub

Where can you find any panels that are not currently in the Business Entity/Company Snapshot

Company Navigation Menu

What Is a Snapshot?

View Entity Data on Screens and Snapshots 

Find Entity Records 

Sort and Filter Entity Records 

A guide to locating and opening Documents within GEMS

Find and View Documents

Access an Entity’s Documents from the Snapshot

A guide to finding Foreign Qualification details in a company's Foreign Qualifications panel

View Foreign Qualifications on Business Entity Snapshots

Locate the several Privileged Information Screens for your Person entities

Find Privileged Information for a Person

Export Entity Data from Screens and Snapshots 

A guide to exporting, reporting on, and extracting current appointment data from GEMS

Export List of Current Appointments

A guide to finding all instances of a name across your entire database using the Name Search tool

Find Names in GEMS

Search, find and view entity data in GEMS

Find entity data

Create a custom design with text, images, and links

CORE 2026

GEMS Academy

GEMS Webinar Schedule

Find answers and get help from Intercom Support and Community Experts

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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.