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This course is part of our Daylite Business Coaching. You are already a Daylite Business Coaching customer? Login >>

Course: Managing Documents

Although a lot of our communication is completely electronic at this stage (phone and email), there is still the occasional incoming or outgoing mail that needs to be dealt with and filed correctly.
Apart from seeing how we can reduce the number of items filed, this course also covers the following topics:

– How do we scan documents and file them so we can find them again in Daylite?
– How do we scan with our iPhones on the go?
– How do we create templates for letters, reports, presentations that rely on Daylite data?

Duration: about 60 minutes

Content

Introduction

HOW DO I WORK WITH DOCUMENTS IN DAYLITE?

Saving files in Daylite

Connect a scanner to Daylite

Searching and finding files in Daylite

Advanced document search

Test: Working with documents in Daylite

HOW CAN I CREATE TEMPLATES IN PAGES OR WORD?

Writing a letter with Daylite

Creating Word or Pages documents

Test: templates for letters, Pages, Word etc

WORKFLOWS FOR ADVANCED DOCUMENT MANAGEMENT

Creating Excel or Numbers documents