Cloud Document Management [CDM] - 11 November 2021

Don't just Learn about CDM, become POPIA compliant, and excel in your career with GreatSoft Cloud Document Management.

Beginner 0(0 Ratings) 1 Students enrolled
Created by Pieter Smit Last updated Fri, 15-Oct-2021 English
What will i learn?
  • Online Document Management
  • Digital Signatures
  • Managing Client Portal
  • Bulk Emailing
  • Online Document Storage
  • Integrating GreatSoft CRM module with CDM
  • Integrating GreatSoft Debtors module with CDM
  • Integrating GreatSoft Tax module with CDM
  • Integrating GreatSoft Secretarial module with CDM

Curriculum for this course
26 Lessons 00:00:00 Hours
Getting started with CDM
3 Lessons 00:00:00 Hours
  • CDM menus
  • Setting up your one-time password
  • Confirming your business details
  • Adding new and maintaining existing contacts
  • Manually adding clients contacts and relationships
  • Manually adding clients contacts and relationships
  • Change a contacts email address
  • Contacts - the need for folder access
  • Finding documents in CDM
  • Using the document filter, creating views and using modes to view documents
  • Working with grids to get results
  • Document versioning, creating templates and formatting documents
  • Document properties
  • Automation of documents and templates with custom fields
  • Document archiving and restoring
  • Setting up digital signatures and signing PDFs
  • PDF Manipulator - Adding pages and inserting stamps
  • Creating an email job
  • Sending bulk or individual customised emails
  • Setting up follow-up emails
  • Sending a recurring email job
  • Sending a bulk email job
  • Tracking documents for signature via an email job
  • Adding a password to System Admin
  • Adding a new Employee
  • Publishing newsletters via your client portal
Requirements
  • Knowledge of GreatSoft CRM System
  • Licensed version of GreatSoft CRM
  • Licensed version of GreatSoft CDM
  • Test Client and Contact on CRM and CDM
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Description

Welcome to the Cloud Document Management [CDM] course.


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Includes:
  • 00:00:00 Hours On demand videos
  • 26 Lessons
  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • CPD Type: Unstructured