How to use Stwrd
Learn about Stwrd’s core functionality and how to access its numerous features. Use the table of contents below to navigate through videos of Stwrd’s various tools.
Table of contents
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Contextual overlay
How to access the contextual overlay
Guide to a contextual overlay
How to add a comment on a data point
How to access related themes from a series
Time series analysis
How to add additional series to your chart
How to add a comment
How to access the contextual overlay
How to change the chart time period
How to customize the y-axis
How to switch to qualitative analysis
Holistic analysis tool
Switch from qualitative to quantitative view
View contributing risks to a data point
How to add a company to your view
Document tool
How to access documents within a series
Guide to a transcript’s navigation bar
Access contextual overlay or add comment
Engagement management
Start a conversation/collective engagement
How to quit a collective engagement
How to view a company’s engagements
How to schedule an event
How to edit messages and view audit trail
Engagement library
How to sort and find collective engagements
Engagement record’s permanent URL
Sidebar
How to access the sidebar
Company and stakeholder profiles
Guide to a company entity profile
Guide to a stakeholder organization profile