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.

PDF Guides

Logging into Rubex for the First Time

Existing Rubex Users Guide

Moving Files from Prospects to Clients

Add a Second Account to NYL Enterprise Account

How to Create a Template

Quick Start Guide

Onboarding & Training Resources

Customer Roadmap

Search Functionality in Rubex

Creating Cabinets, Drawers, and Folders

Rubex Auditor Instructions for Agents

How to Structure Folders & Drawers

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.


Contact our support team or set up a time to chat with your Account Manager.
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