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On-Demand Training

  1. System Overview and Navigation Tips

    1

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    8m : 08s

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  2. Adjusting Your Personal Settings

    2

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    8m : 16s

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  3. Getting the Most Out of Search Tools

    3

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    10m : 16s

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  4. Creating and Managing Company Profiles

    4

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    8m : 08s

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  5. Introduction to Case Creation and Processes

    5

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    17m : 13s

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  6. Best Practice – Capturing Data for Forms and Reports

    6

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    20m : 01s

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  7. Best Practice – Managing Questionnaires

    7

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    27m : 10s

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  8. Best Practice – Form Assignments and Preparation

    8

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    27m : 19s

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  9. Best Practice – Assignment, Activities, Reminders & Case Notes

    9

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    26m : 19s

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  10. Best Practice – Maximizing the Use of Reminders

    10

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    37m : 10s

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  11. Best Practice – Creating Cases for Dependents and Linking

    11

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    12m : 55s

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Short-Takes

  1. Short Take- Outlook Integrator for MS Outlook

    1 icon-video-duration 03m:29s
  2. Short Take- Client Login and Web Lead Capture

    2 icon-video-duration 03m:10s
  3. Short Takes – Visa Priority Tracking

    3 icon-video-duration 04m:24s