Basic Troubleshooting
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Category Archives: Industry-Insurance
Basic Tips and Tricks
For Administrators, Users and IT:
Do you know how to use the new and existing annotation tools? Do you know how to use the form typer? Plan to attend this class as a new or existing user to make sure you are getting the most out of all of the great etfile features!
Advanced Searching
For Administrators and Users:
Are you proficient with all the methods of searching available in etfile? Chances are you know how to do a customer level search or an activity or policy level search, but do you know how to do a folder, document name or keyword search? In this session on all things searching we will cover all facets of the search dialogues in etfile and how you can get the information you need by doing different specific searches.
Advanced Analytics
For Agency Owners and Operations Managers:
Learn how to use the analytics tool to create reports, report templates, view documents that users have in their inbox and much more! Gain business intelligence about the front end scanning process. We will also review auditing that is specific to the Business Process Manager.
VIEW PDF TUTORIAL: http://go.etfile.com/l/48632/2017-05-12/5b6czv/48632/99351/etfile_Analytics_Guide.pdf
Administrator Security Manager and Analytics Overview
For Administrators:
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!
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