Working with Documents and Images
- Managing Documents
- VIDEO - How to create a document template with merge fields
- Offcie 365 - Setup
- Office 365 - Working with Documents
- VIDEO Collecting Secure Digital Signatures (19:26)
- Copying a Template Which Contains Merge Codes
- Adding or Importing Documents
- Training#3 - Adding Job Photos
- Scanning Documents
- Faxing/Emailing Documents
- VIDEO Merging Chronicle Info into word/Excel Documents (10:22)
- Checking Required Documents
- Deleting Documents
- VIDEO Adding PDF, Word, and Excel Documents (3:56)
- Getting a Deleted Document Back
- VIDEO Working With Documents (10:11)
- Resending Documents that You've Already Sent
- Viewing Images
- Editing Images & Scanned Docs
- Searching for Jobs that are Missing Documents
- Missing Documents for Employees
- Saving Xactimate Estimates into Chronicle
- Problems with Word/Excel Documents?
- Downloading Installing Preconfigured Templates
- Documents
- Attaching Documents to a Job
- Update Searching for Jobs that are Missing Documents