training document for new fundraisers

For past annual appeals, we have relied on a VERY cumbersome process to update fundraisers on their donors' gifts using a combination of RE database view, excel, PDFs, and emails. The process involved a lot of duplication and repetitive tasks, so this year we are overhauling and streamlining procedures to make better use RE NXTweb view. We are considering the option of training board member fundraisers on how to access their portfolios in RE webview. They will not be able to make any changes - only look up their donors' contact information and recent gifts. To our knowledge, no one has experience with RE NXT so we will need to create a brief “how-to” tutorial that walks fundraisers through the process.

Does anyone have a document to share with the basics of how to log onto RE, how to navigate in your portfolio, what you can and can't do? Any suggestions of topics to cover? I'm hoping not to reinvent the wheel. Thanks in advance for any suggestions.