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Document Management & Client Engagement
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
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DOCUMENT MANAGEMENT
Document Management Webinar
Uploading Documents
Editing & Downloading Documents
Document Category Tags
DOCUMENT SHARING & SIGNING
Resending link to sign documents
How to create and distribute minutes & resolutions for approval
Emailing documents to clients
Document Signing - No login required
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)
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