This Masterclass introduces our recommended approach to best-practice filing and provides an update on new features introduced in December 2019.
Watch the video below to learn how to apply:
- Job-based filing
- Document tags
- Our recommended approach to best-practice filing
Key product updates covered in this session include the following:
Search and Retrieval: Group Search and Navigation
Ability to customise ‘Recent’ default view
Additional document views
Draft Emails: New Outlook folder – “FYI - Drafts”
Formalised “Edit” and “Finished Editing”
Fixed issues re emails marked as sent
Automations: Tax Assessments
The presentation hand-outs provide quick access to key information covered in the webinar, including handy tips and links to relevant help articles.
Click here to download.
Best-Practice Filing Matrix
Our best-practice filing matrix provides a detailed breakdown of recommended cabinets, content and categories. Larger, more diversified firms may wish to consider the addition of Tags, particularly for complex Client Groups.
Access the matrix here
Please reach out to our support team if you have any questions about best practice filing.