Cloud Document Management [CDM]

Don't just Learn about CDM, become POPIA compliant, and excel in your career with GreatSoft Cloud Document Management. Please note that this price excl. Vat.......RETURNS 15 FEB 2024

Advanced 0(0 Ratings) 3 Students enrolled
Created by Pieter Smit Last updated Thu, 16-May-2024 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
Getting started with CDM
  • 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
  • Knowledge of GreatSoft CRM System
  • Licensed version of GreatSoft CRM
  • Licensed version of GreatSoft CDM
  • Test Client and Contact on CRM and CDM
+ View more

Welcome to the Cloud Document Management [CDM] course.

+ View more
Other related courses
00:00:00 Hours
4 36 R 5200 R 780
00:00:00 Hours
0 23 R 5200 R 780
00:00:00 Hours
0 9 R 5200 R 780
About the instructor
  • 0 Reviews
  • 17 Students
  • 3 Courses
+ View more

I have been working in the Software and Accountant/Audit industry for the past 5 years. Building experience as a Software, IT and Cloud consultant. This has given me the knowledge to implement and streamline workloads for Accountants and Auditors. 



Student feedback
Average rating
  • 0%
  • 0%
  • 0%
  • 0%
  • 0%
R 780 R 5200

  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • CPD Type: Unstructured