Posted: April 13th, 2023 9:09am +00:00

LACHS Diary Events & Task List training

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

 

Register here

 

Our monthly training sessions are recorded and available for clients to watch at their convenience.

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