Documents - Uploading, best practices & utilising binders-intelliflo office-Bitesize™

Description

Welcome & Introduction

- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD

Agenda will cover: -

- Uploading documents and best practices
- Binders - Definition of a Binder and the benefits
- Naming Protocols and benefits for you, Compliance and/or your team locating documents easily
- How do you link a document to a “Partner”?
- Saving your documents directly within Intelligent Office & benefits for you alone and/or teams working on the same document
- Connecting Intelligent Office with Microsoft Office (Install Plug in option) to help with GDPR – helpful for automatic saving of documents 
- Good practices, time saving hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Other recommended resources to help you get more from IO
- Thank you for attending & Close

Updated 1.7.21

Please refer to the high level Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, you can copy and paste the url into a new browser tab below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

Please look out for your Certificate of attendance which goes out automatically from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.

© Informed Training 2021. All rights reserved 2021
Please refer to our Terms of Service - https://informedtraining.co.uk/wp-content/uploads/2021/02/IT-Terms-of-Service-25.2.21.pdf


Date and Time
No. Start Date End Date
1 Tue, Jul 27, 2021 4:00 PM BST Tue, Jul 27, 2021 5:00 PM BST

Price: £35.00Training Ended