How to Properly Scan RO’s

After watching this video you will be able to: 

• Describe what the Inbox is in etfile
• Discuss the difference between a Cabinet in the File room and the Inbox
• Scan Sales Deals to the Inbox
• Attach and Move the Deals from the Inbox to the Cabinets
• Find the Sales Deal in etfile Fileroom

DOWNLOAD OPENING POWERPOINT SLIDE DECK: RO WEBINAR SCANNING PPT

 

Bookmarks – Fast-forward to the most relevant parts:

3:36: Intro

4:30: Preparing your paper to scan

7:55: Differences with RO and Deals scanning, Inbox Intro

11:09: Scanning Deals to Inbox

11:20: Scan Dialog Box,

14:51: Scanner Dialog Box settings

16:20: Reviewing the Inbox, creating Folders

11:44: SEND TO from outlook into the Inbox

19:32: Document Viewing Pane Icons

13:31: Send multiple emails into Inbox in etfile from Outlook

23:00: Cut/Paste/Delete a File from Inbox

23:44: Attach and Move/Filing from Inbox to the Cabinets

31:39: Searching for your Sales Deals/Advanced Search

34:00: Searching by customer name