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Document Manager - Video

Course Outline

Document Manager 1 

This video will introduce you to setting up Document Manager
  • Opening Document Manager 
  • Customising the view 
  • Structure of filing cabinets, drawers and folder 
  • Creating client folders 
  • Firms, prospective and user filing cabinets 
  • Creating new cabinets, drawers and folders 
Document Manager 2 

This video will introduce you to adding documents into Document Manager
  • Adding files to folder 
  • Copy and paste 
  • Drag and drop  
  • Microsoft Office add-in 
  • Naming conventions  
  • Creating a new document 
Document Manager 3

This video will introduce you to mail merging within Document Manager
  • Creating a new merge document 
  • Mail merging to a single client or group of clients 
Document Manager 4

This video will introduce you to saving documents from other HandiSoft modules, collating documents and emailing from Document Manager
  • Saving from other HandiSoft applications 
  • Collating documents 
  • Emailing documents to clients 
Document Manager 5

This video will introduce you to using Document Manager functionality when scanning
  • Network scanning 
  • Local scanning 
  • Auto-filing using OCR (optical character recognition) 
 Document Manager 6

  • Using Document Manager from other HandiSoft applications
  • Using the documents tab in Practice Manager 
  • Mail merging from HandiTax 
Document Manager 7

This video will introduce you to saving, searching and sharing documents in Document Manager
  • Saving documents from the internet  
  • Searching document manager 
  • Using the window indexing service 
  • Sharing documents amongst clients  
Document Manager 8

This video will introduce you to advanced functionality in Document Manager
  • Setting up categories 
  • Changing details of a file 
  • Reports 
  • Help 

Video Course

Duration: 8 Videos x 10 min each
Pricing: $330*  

* pricing for current Financial Year subscription; unlimited access.

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