Document Templates Training - Video

Document Templates Training - Video

Info
Please see the attachments for detailed information, recording available from within the Vimeo weblink


Two Attachments available + a link for the Recorded Training:

      1.  Detailed notes that accompany the Recording, titled "Document Templates Training.pdf"
      2.  The Questions and Answers from the recorded Training on 2/7/2023, titled "Document Templates Training Q&A.pdf"
      3.  The recorded training from 2/7/2023 explaining the standard Document Templates capabilities

      
Alert
Click HERE for the Document Templates Training Video 


Agenda of Training from the "Document Templates Training.pdf" document
  1.  Required and Related Modules
  2.  Configuration Review related to Document Templates
  3.  Configuring Document Templates
  4.  Inserting Data Tags into Document Templates
  5.  Previewing Document Templates
  6.  Tabs within Contract/Account Document Management Screens
  7.  Manually Creating Documents for a Contract
  8.  Manually Creating Documents for an Account
  9.  What does it mean to create a “Required” Document?
  10.  Creating Invoices
  11.  Creating Statements
  12.  Capabilities within the Repositories
  13.  Configuring Document Packages
  14.  Manually Creating Document Packages for a Contract
  15.  Where are all of the Repository Locations in ASPIRE?
  16.  OVERVIEW: Related Modules that could assist in automatically generating Documents