Electronic documents, like paper documents, can easily be lost in the shuffle of life.
So let's dive into document organization. We will set up document confirmations, document reminders, a Client Portal, template name system, as well as brand customization.
This webinar will not only give your documents the facelift they need but will also help you streamline your system.
Did you enjoy the webinar? Share with your network
© 2020 All Rights Reserved