Document Management & Client Engagement
CLIENT ENGAGEMENT
- How to invite Clients into Connectworks
- What Invited Company Clients Can See & Do
- What Invited Trust Clients Can See & Do
DOCUMENT GENERATION FROM PRECEDENTS
- What are precedents?
- Using Connectworks Precedents
- Using Connectworks Workflows (Checklists)
- Using Connectworks Clauses (AGM/Minute Generator)
- Download a list of Connectworks Precedents, Workflows and Clauses
- Uploading your firm's own Precedents
DOCUMENT PACKS
- Document Pack Webinar
- Building a Document Pack
- Not Found with Companies
- Accessing a document pack
- Signing Documents
- Rejecting Documents
- Bounce email notification (Document Signing)
DOCUMENT MANAGEMENT
- Document Management Webinar
- Uploading Documents
- Editing & Downloading Documents
- Document Category Tags