About this event
In this webinar you will learn how to link documents to Account Transactions and how to link Documents to other documents.
You will learn:
How to link one or more documents to an Account Transaction
How to link Documents to other documents.
Who should attend: personnel working with financial transactions and agreements or other contractual documents requiring a record of multiple connected documents.
Hosted by
Experienced Senior Business Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Business Process, Technical Writing, Software Development, Team Leadership, and Project Management.
Software solutions for fiduciary companies, legal practices, professional services providers and compliance professionals. Solutions include: Corporate Management, Compliance Management, Document Management, Legal Practice Management.