Best Practices In Document Management

Jon Clark
Cabinet NG
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How do you go paperless? What’s the best way to file documents electronically so you can find them fast later? How should document management software (DMS) be integrated into your workflow?

At this webinar, you will learn about:

  • What to look for in DMS
  • Scanning methodologies
  • Search and retrieval approaches
  • Defining workflow
  • Deploying DMS in an advisor office

Guest presenterJon Clark has directly assisted hundreds of companies with the transition to “paperless” operations. Prior to joining Cabinet NG, he held the position of VP and General Manager for MessageMedia, Inc., which was acquired by DoubleClick. Before that, he was VP Sales for Revnet, email marketing software.

 

Note: This webinar is not eligible for CFP® CE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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4.0  (34)
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(Updated: December 08, 2011)
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5.0

very informative; well organized

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(Updated: December 08, 2011)
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5.0

Thanks for the informative topic.

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(Updated: December 08, 2011)
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5.0

I liked it. I appreciated the recommendation to buy a scanner with TWAIN driver. That's the #1 thing I needed to know.

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(Updated: December 08, 2011)
Rating 
 
4.0

As Andrew mentioned at the close, it was informative without sounding like an infomercial at all (which left a good impression regarding Cabinet NB). A good presentation. I was originally hoping for more info regarding cloud applications and compliance issues, but he covered that pretty well in response to my question.

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(Updated: December 08, 2011)
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4.0

Would like to know abour pricing as I am determining which DMS to use, I haee a free trial with NetDocuments

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