Do you know how to find the complete history on a specific document in etfile? Do you know how to use switch attachment or attach and move? These are just some of the administrative features that will be covered in this class. Don’t miss this class if you are an etfile administrator!
Are you a new etfile user? Have you been using etfile for a while, but want to get back to the basic topics? Learn how to attach documents to customers, activities and policies in your management system or attach documents without using a management system. Don’t miss this valuable refresher course!