{"id":246974,"date":"2020-10-16T19:34:57","date_gmt":"2020-10-16T17:34:57","guid":{"rendered":"https:\/\/iosxpert.biz\/?page_id=246974"},"modified":"2023-06-06T09:49:36","modified_gmt":"2023-06-06T07:49:36","slug":"managing-documents","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-academy\/managing-documents\/","title":{"rendered":"Daylite Academy – Managing Documents"},"content":{"rendered":"

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This course is part of our Daylite Business Coaching<\/a>. You are already a Daylite Business Coaching customer? Login >><\/a><\/p>\n

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Daylite Academy<\/a><\/h2>\n

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Course: Managing Documents<\/h1>\n

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Section:<\/span> Build And Nurture Releationships<\/a><\/h2>\n

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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:<\/p>\n

– 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?<\/p>\n

Duration:<\/strong> about 60 minutes<\/p>\n

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Content<\/h2>\n

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Introduction<\/h3>\n

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HOW DO I WORK WITH DOCUMENTS IN DAYLITE?<\/strong><\/h3>\n

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Saving files in Daylite<\/h3>\n

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Connect a scanner to Daylite<\/h3>\n

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Searching and finding files in Daylite<\/h3>\n

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Advanced document search<\/h3>\n

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Test: Working with documents in Daylite<\/h3>\n

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HOW CAN I CREATE TEMPLATES IN PAGES OR WORD?<\/strong><\/h3>\n

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Writing a letter with Daylite<\/h3>\n

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Creating Word or Pages documents<\/h3>\n

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Test: templates for letters, Pages, Word etc<\/h3>\n

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WORKFLOWS FOR ADVANCED DOCUMENT MANAGEMENT<\/strong><\/h3>\n

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Creating Excel or Numbers documents<\/h3>\n

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 <\/p>\n

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