New York Life Rubex Training Resource Center
Here you’ll find resources for training and additional learning so that Rubex can help you re-imagine how you work and thrive.
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PDF Guides
Search Functionality in Rubex
How to Create a Template
Moving Files from Prospects to Clients
Add a Second Account to NYL Enterprise Account
Creating Cabinets, Drawers, and Folders
Quick Start Guide
Onboarding & Training Resources
Customer Roadmap
Rubex Auditor Instructions for Agents
How to Structure Folders & Drawers
Helpful Rubex Tips & Tricks
Rubex Tips
Rubex Features
Recent Webinars and Trainings
Getting Started with Workflow in Rubex
Join our Customer Success team for a Rubex training session to learn tips, tricks, and best practices for setting up basic automation with Workflows in Rubex. This training is for everyone interested in learning about and getting started with Workflow
Back to Basics: Getting Started with Rubex
Are you a new Rubex user or do you have someone new on your team that wants to start learning Rubex? Join our customer success team to go over everything you need to know to get started in Rubex.
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