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
Refer to Training for New Administrators for how to get started as an FYI admin, tips on best-practice filing and how to optimise your stationery and templates.
Training for Users
- Key Concepts
- Document Management
- Email Management
- Task Management
- User Preferences
Refer to Training for New Users for a pre-recorded training session (60-minutes) that you can share or view with your team.
This training can be completed in-house using the resources in the learning center.