Business Productivity Webinars

VC GO MOBILE APP

5 benefits of a mobile workforce

(25 Mins)

Learn how to create a mobile workforce with the help of VC Go Mobile App - you can enhance your business through:

Increased productivity

Faster business processes

Boosted employee engagement and wellbeing

Reduced costs and increased profits

Improved client experience

VC GO MOBILE APP

How to boost office mobility with VC Go

(24 Mins)

VC Go Updates Dec '19.
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This webinar introduces the very latest features added to the VC Go Mobile App:

Search for documents

Cache documents

Approve tasks

Manage your intray

Work remotely

TASKS

Create document workflows that are slicker, quicker & easier to track

(39 Mins)

Create document workflows that are slicker, quicker and easier to track - webinar

This webinar will show you how our tasks feature allows you to automate your manual processes, with tailor-made workflows designed to fit your business needs. Giving you:

Increased efficiency

Visibility

Control

Accountability

PORTAL

Why you shouldn't live without a Client Portal

(37 Mins)

This webinar is a showcase of the Portal's most powerful features:

Secure document transfer

Custom branding

Legally binding signatures

Insightful reporting

GDPR compliance at its core

Secure messaging

Take advantage of them to deliver a better client experience, streamline workflows, and save time and money.

PORTAL

Portal FAQs

(28 Mins)

How do I publish to groups?

Can I retract documents?

Can my clients send me messages?

There’s so much more to the Portal then just a secure way of sending documents for electronic signature.

Let us introduce you to features that will help you to deliver a better client experience, streamline workflows, save time and money.

AUTOMATION

Take the cost out of admin with automation

(37 Mins)

Tired of reindexing documents when a client name changes?
Search results returning too many documents (many of which you don’t need to see)?
Where do you store prospective clients documents?

We have the answer to them all – enhance your Virtual Cabinet system to better suit your business.

INTEGRATION

Get the most out of your IRIS integration

(39 Mins)

Make sure you are getting the most out of your Virtual Cabinet-IRIS integration.

In this 40 minute educational webinar, learn about the latest IRIS integration features and how to utilise some of the most popular functions in Virtual Cabinet.

INTEGRATION

A crash course in getting the most out of your CCH integration

(35 Mins)

This webinar will show you how to increase your productivity, reduce admin and streamline processes through:

Automated filing

Email capture

Automatic letter creation

Our secure document Portal

and much more...

INTRAY

Conquer your to-do list

(33 Mins)

Organise your workload at a glance with the help of badge notifications, use shortcuts to track documents, add favourite users to find people instantly, share your Intray with team members or set up group Intrays for sharing.

TOOLS

Save hours with these easy steps for filing bliss

(35 Mins)

From lockable indexes for simple repeatable saving, to fool proof ‘drag and drop’ capabilities, seamless integrations and direct scanning you’ll always be ahead of the game.

Create

Edit

Save

TOOLS

8 simple tips on Virtual Cabinet best practice

(42 Mins)

Strengthen searches by customising your view, edit effortlessly with Microsoft integrations, and send links to accelerate actions. Work-smart and achieve more.

Duplicate

File again

Column customisation

Packs

Notes

Searching preview/basics

TOOLS

How to maximise your whole business seamlessly

(22 Mins)

How to maximise your whole business - webinar

What about the rest of your business documents? How are they created and where are they stored? Utilise the tools you have at your fingertips:

Create

Edit

Save

EMAIL MANAGEMENT

Take control of email filing with these simple hacks

(39 Mins)

If you're finding email filing an unnecessarily laborious task we have the tools to change that for you.

Automatic capture

Office Addin

Conversation Rules

Email Flagging

Machine learning

Filing Suggestions

EMAIL MANAGEMENT

7 steps to triumph over your emails

(35 Mins)

Striving for the perfect inbox? Manage your emails with our world-class intuitive email filing, including 'conversation rules' and automated 'suggestions' on where you might want to save an email.

DOCUMENT RETENTION

Compliance costs in time effort, automate it with VC

(44 Mins)

Compliance costs in time and effort , automate it with Virtual cabinet - webinar

Manage the life-cycle of all your docs; automatically shift from prospective, to live clients, to ex-clients.

Be prepared for the right to be forgotten. Streamline your workflows by automating your document retention policies.

SEARCHING

Search & retrieve, lets get the basics rights. (Part One)

(33 Mins)

This two-part webinar show you the tool to navigate Virtual Cabinet in seconds, maximising productivity. Including:

Accurate keyword searching

efficiently use saved searches

powerful content searching

SEARCHING

Search & retrieve - find things faster. (Part 2)

(40 Mins)

Search and retrieve - find things faster (part 2)

Avoid wasting costly time on locating client documents with part two in our search & retrieve webinar module.
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Learn how to:

Search within Intrays

Search across multiple cabinets

Export results

Include all versions

GDPR

GDPR almost 1 year on, what you NEED to know

(29 Mins)

GDPR 1 year on - what you need to know - webinar

GDPR is the gift that just keeps giving. See what’s next on the ‘To Do’ list in this 40 minute webinar.

Start utilising the system you already have by putting some simple policies in place and let virtual cabinet automate the rest.

Create a single source of truth

Meet legal requirments

Eliminate human error

Business Productivity Webinars - Watch Now!

Improve staff efficiency and boost business growth with our free business productivity webinars. For more information, please contact us below.

Digital Wet Signatures with Powerful Document Management

Business Productivity Webinars - Watch Now!

Improve staff efficiency and boost business growth with our free business productivity webinars. For more information, please contact us below.