On-Demand Training
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System Overview and Navigation Tips
8m : 08s
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Adjusting Your Personal Settings
8m : 16s
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Getting the Most Out of Search Tools
10m : 16s
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Creating and Managing Company Profiles
8m : 08s
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Introduction to Case Creation and Processes
17m : 13s
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Best Practice – Capturing Data for Forms and Reports
20m : 01s
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Best Practice – Managing Questionnaires
27m : 10s
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Best Practice – Form Assignments and Preparation
27m : 19s
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Best Practice – Assignment, Activities, Reminders & Case Notes
26m : 19s
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Best Practice – Maximizing the Use of Reminders
37m : 10s
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Best Practice – Creating Cases for Dependents and Linking
12m : 55s
Short Takes
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Short Take- Outlook Integrator for MS Outlook
3m : 29s
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Short Take- Client Login and Web Lead Capture
3m : 10s
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Short Takes – Visa Priority Tracking
4m : 24s