Product Description

Outcome: Ensure that all client documents & emails are secure and easy to locate

This Learning plan has been designed to promote consistent, efficient and risk-free use of the firm’s document management system when saving, filing and sending documents and emails. Accuracy when filing documents and emails is important and an understanding of the relevance of versioning. Dealing with incoming and outgoing emails promptly to aid collaboration and the ability to quickly search for items are also required skills.