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Admin Training

UK Accounting Pro-New Admin Training


Description
Content
  • Managing Your Account
  • Sign In & Password
  • Downloading Desktop software
  • Dashboard Overview
  • Desktop Shortcut Overview
  • Custom Branding
  • Section 1 Questions
  • Adding Users
  • Adding Employees
  • Adding Clients - Dashboard
  • Adding Clients via a .CSV File
  • Inviting Clients
  • Section 2 Questions
  • Folder Set-up
  • Understanding Engagements & Projects
  • Adding Engagements
  • Editing Engagements
  • Add an ad-hoc folder
  • Adding Projects
  • Editing Projects
  • Section 3 Questions
  • Adding Documents
  • Uploading a Document
  • Scan a Document
  • Drag and Drop
  • Print to SmartVault
  • Section 4 Questions
  • Share Documents
  • Send Link
  • Email Document Link
  • Mail Recipient
  • DocuSign and SmartVault
  • Section 5 Questions
  • Additional Features
  • Email Templates
  • Activity Log
  • Recycle Bin
  • Internal and Public Documents
  • Section 6 Questions
  • Survey
Completion rules
  • All units must be completed