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Session Descriptions
etfile with OnDemand
With this
new solution, not only will your remote employees be
able to view, search and retrieve all data located in
the etfile system via a web browser, it will also give current etfile clients
the
ability to link their customer documents to the web for
client self-service. This eliminates the need for
clients to call into the company, request files be emailed,
faxed or sent to them by mail. Learn how to collaborate
online with your clients using OnDemand. Don't get left
behind, bring your company into the new Web 2.0 era to
become more competitive and efficient - etfile with
OnDemand can help you to achieve that. |
Front-end Workflow Capture
Are
you interested in not having paper floating around your
office? Tired of walking around to find who has the
document you are looking for stuffed in their inbox on
their desk? Front-end scanning might be the solution for
you. Learn all about front-end scanning in this session
– how to scan documents into user mailboxes and how to
process them into etfile from there. In addition to
the mechanics of how front-end scanning is accomplished
you can learn practical knowledge from etfile user’s who
have been front-end scanning for years. For those who
have already been front-end scanning but are not sure
they are doing it the most efficient way, come to share
your ideas with other users and find out how they are
handling issues that you may be struggling with.
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3rd party integration
Learn how to expand etfile by utilizing
the etfile connector. Do you have a software
applications such as a rating system, CRM system or a
benefits system that you want etfile to integrate with?
With the etfile connector, etfile can work with most
software applications that you utilize in your company.
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Version 4.3 Training
Come see what is new with etfile. Learn everything you
would need to know to use the latest features of etfile
Version 4.3. In this session we will demonstrate how to
use Workspace, Collaboration Workspace, Drag and Drop,
Version Control, Custom Rubber Stamps and the new
Microsoft Office Integration. For users who have
already upgraded to Version 4.3, share how these new
features have enhanced your usage of etfile and discuss
real world applications of these features.
(note: for a more in-depth review of Workspace please
see the session available on Workspace only) |
Compliance
Your need to comply
with increasing federal, state and industry regulations
such as the
Sarbanes-Oxley Act,
HIPAA, Federal Rules of Civil Procedure (FRCP) and the
Freedom-of-Information Act, make it increasingly
important to manage documents and archive them in a
proper fashion. While the various regulations are aimed
at different industries, they all basically require
businesses to preserve the integrity and confidentiality
of your records (i.e. employee records, client files,
financial data and business processes) and produce them
in an appropriate and timely manner. In this session we
will educate you on what procedures you need to have in
place and how etfile's document management can help.
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Using etfile remotely
Do you have branch
offices that wants to scan and utilize etfile at their
location? Do you have employees that work from home?
etfile can be accessed remotely in a variety of ways.
Come to this session to learn about the many ways to
utilize etfile in all your employee locations. An etfile
expert will review how Citrix, Terminal Server, VPN and
etfile with OnDemand work and why you would want to utilize
these technologies in your office. |
Get Current and unlock the potential of etfile
Are you
using etfile to its fullest potential? Have you upgraded
to the most current version of etfile? If not, should
you upgrade and how do you go about it? Do you know what
steps you need to take to upgrade to the latest version?
Can you upgrade yourself? How long does it take? Are you
using an un-secured version and would like to switch to
the secured version to get the most out of the
capabilities of etfile? Want to front-end scan and need
to know what you have to change to accomplish that task?
Find out everything you need to know to get up to date
with etfile. |
etbackup-online with OnDemand
Floods, fires, hurricanes – these days that is all you
hear about on the news. Are you protected in the event
of a disaster? Learn how etbackup-online can protect
your document and data safely and securely.
New
to our back-up offer is etfile-on demand - this feature
gives clients who use both etfile’s online backup and
document management solutions the ability to securely
retrieve your etfile data via the internet, where you
can view, add annotations, email and/or print documents
from anywhere there is an internet connection. |
Security and Administration
In this session we will demonstrate the features in
etfile that are critical to help you be an effective
etfile administratore. Do you know how to find the
complete history on a specific document in etfile? Do
you know how to fix a document that has been attached to
the wrong customer? Do you know the difference between
“attach”, “attach and move” and “switch attachment” in
etfile? Are your documents as safe and secure from both
inside or outside intrusion? These are just some of the
features we will be taking a look at during this
important session. |
Utilizing etfile in other departments
You have etfile up and running to automate your
major business processes, now learn where else you can
take etfile and make the most out of your investment.
Several areas that are inundated with paper are
accounting, human resources, benefits and financial
services. These departments can definitely benefit by
going paperless. In this session, learn how you can use
etfile in these and other departments to increase
security and efficiency. |
Workspace
Have two documents you need to merge into one? Would
you rather not store 200 page documents in etfile when
all you really need is 10-20 pages? Have different
departments that need separate sections of the same
document? Need to fill out a form before emailing or
saving it in etfile? Learn how to do all of this and
more in this session. You will learn how to stack
documents, rearrange them, move them from one folder to
another and share documents with others in a
collaboration area while learning real world examples
from users who have been using the application in their
office. |
etfile enhancements brainstorming
Do you have any ideas that you think would make
etfile work better in your office that you would like to
share? Would you like to know what ideas etfile is
working on for future enhancements? Would you like the
opportunity to give us feedback regarding our ideas to
help shape the future look of etfile? If you can answer
yes to any of these questions please join us in the
etfile enhancement brainstorming session. We will be
sharing our ideas and looking for feedback from our
users in this session and hope to hear what you would
like to see as well. Bring your ideas and an open mind
to explore the possibilities of things to come.
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Don't forget,
register by
August 15th
for a $25.00
discount
The first 50 registrants will
also be entered
into a drawing
to receive a
refund of
their registration fee |
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Questions/Comments:
send
us an email |
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