27 April 2023
10 am – 10.30 am
Register for our LACHS Diary Events and Task List training session. We hope you will be able to join us virtually for this session.
Agenda
• The Diary and Task List
• How to use LACHS to generate reminders
• The Document & Email Creation
• How to Create Templates
• Priority & Categories
• Importing Documents & Emails
• Emailing Attachments & Document Bundling
• Emailing from the Task List
• Bulk Import – how to import emails and files to multiple claim records simultaneously
• Q & A
Our monthly training sessions are recorded and available for clients to watch at their convenience.