Auto Dealers: How to Scan Other Documents

We covered how to: 

• Create cabinet for other documents
• Create Scan Descriptions
• Scan paper documents such as, Parts Orders, into etfile using descriptions
• Finding the documents scanned
• And more!

View PowerPoint Presentation Here: HOW_TO_SCAN_THER_PAPER_DOCs.pptx 

 

Bookmarks – Fast-forward to the most relevant parts:

0:00: Introduction to Trainer, contact information

3:23: How to access our Academy of recorded webinars

4:49: Introduction to the Inbox

9:17: Viewing files in the Inbox

10:06: Creating Folders in Your Inbox

12:00: Different ways to get paper and electronic documents into etfile

24:54: Cabinets, create, open and set permissions

34:00: Manage Contacts

35:00: Scan Descriptions

43:00: Attach and Move (filling documents in etfile.)

48:00: Searching