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) 2 Students enrolled
Created by Pieter Smit Last updated Fri, 17-Nov-2023 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
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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About the instructor
  • 0 Reviews
  • 10 Students
  • 3 Courses
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Pieter Smit

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. 

 

 

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Includes:
  • Access on mobile and tv
  • Full lifetime access
CPD Allocations:
  • CPD Type: Unstructured