We recommend training your team on the following topics prior to your ‘go-live’ date:
Training for Administrators
- Managing Cabinets & Categories
- Managing Subscription
- Managing Users
- Setting up Stationery and Templates
Training for Users
- Key Concepts
- Document Management
- Email Management
- Task Management
- User Preferences
This training can be completed in-house using the resources in the learning centre.
If you have approved an Assisted Onboarding Plan, your Client Success Manager will liaise with you to schedule an online training webinar with the FYI team.