TreinamentoContabilidade e tributação
CCH ProSystem fx Document - Best Practices Consulting
Ongoing
Online or In-person
Our consultants will facilitate a step-by-step approach designed to integrate Document into your document management workflow in a way that meets your unique business needs. During this highly interactive session, the software will be configured to reflect every important best practices decision, which will be documented in a custom Policies & Procedures Guide.
Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Computer Software & Applications
Program/Course Level: Basic
Objectives
- Understand managing and working with files in Document
- Create a file migration and location plan to address your existing electronic information
- Develop a scan workflow for paper documents
- Maximize integration with other paper documents
- Understand all file properties and set-up a class/subclass list
- Configure firm-wide setting, defaults, lists and user options
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1