Friday, December 9 at 4 p.m. EST
How do you go paperless? What’s the best way to file documents electronically so you can find them fast later? How should document management software (DMS) be integrated into your workflow?
At this webinar, you will learn about:
- What to look for in DMS
- Scanning methodologies
- Search and retrieval approaches
- Defining workflow
- Deploying DMS in an advisor office
Jon Clark has directly assisted hundreds of companies with the transition to “paperless” operations. Prior to joining Cabinet NG, he held the position of VP and General Manager for MessageMedia, Inc., which was acquired by DoubleClick. Before that, he was VP Sales for Revnet, email marketing software.