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Document Management & Client Engagement
Document Management & Client Engagement
CLIENT ENGAGEMENT
What Invited Trust Clients Can See & Do
What Invited Company Clients Can See & Do
How to invite Clients into Connectworks
Engagement Letter Templates
DOCUMENT MANAGEMENT
Storing & accessing documents
Confidential documents
Document Category Tags
DOCUMENT SHARING & SIGNING
Distributing Documents for Signing (start to finish)
How to create and distribute minutes & resolutions for approval
Resending link to sign documents
Setting a signing policy
Emailing documents to clients
DOCUMENT GENERATION FROM PRECEDENTS
What are precedents?
Using Connectworks Precedents
Using Connectworks Workflows (Checklists)
Download list of Connectworks Precedents & Workflows
Uploading your firms own Precedents
Creating Precedent Merge Templates
See all 8 articles
TRAINING VIDEO MODULES
Document Management - The Basics (session 1)
Document Management - Client Engagement (session 2)
Document Management - Advanced Signing (session 3)