Video Course: Document Manager
This video course consists of a set of 8 videos, each covering specific topics. 
| Document Manager |
Course Level |
| Duration |
Pricing |
Pre-Requisite |
Beginner |
Intermed |
Advanced |
| 8 Videos x 10-min each |
$300* |
None |
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* pricing for current Financial Year subscription; unlimited access.
Document Manager 1
This video will introduce you to setting up Document Manager
- Opening Document Manager
- Customising the view
- Structure of filing cabinets, drawers and folder
- Creating client folders
- Firms, prospective and user filing cabinets
- Creating new cabinets, drawers and folders
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Document Manager 2
This video will introduce you to adding documents into Document Manager
- Adding files to folder
- Copy and paste
- Drag and drop *new
- Microsoft Office add-in
- Naming conventions *new
- Creating a new document
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Document Manager 3
This video will introduce you to mail merging within Document Manager
- Creating a new merge document
- Mail merging to a single client or group
of clients
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Document Manager 4
This video will introduce you to saving documents from other HandiSoft modules, collating documents and emailing from Document Manager
- Saving from other HandiSoft applications
- Collating documents
- Emailing documents to clients
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Document Manager 5
This video will introduce you to using Document Manager functionality when scanning
- Network scanning
- Local scanning
- Auto-filing using OCR (optical character recognition)
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Document Manager 6
Using Document Manager from other HandiSoft applications
- Using the documents tab in Practice Manager
- Mail merging from HandiTax
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Document Manager 7
This video will introduce you to saving, searching and sharing documents in Document Manager
- Saving documents from the internet *new
- Searching document manager
- Using the window indexing service
- Sharing documents amongst clients *new
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Document Manager 8
This video will introduce you to advanced functionality in Document Manager
- Setting up categories
- Changing details of a file
- Reports
- Help
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