Webinars

Are you ahead of the technology curve?  Stay on top of technology trends that impact how you do business.  In this webinar, we will demonstrate how agencies using Applied Systems can reach peak performance using existing technologies such as front-end scanning and collaboration tools like web portals and group inboxes.  Learn how you can streamline your internal processes by turning your Applied system into a workflow engine.  Don't be the last to have an automated agency.  Discover how dynamic technologies and workflow solutions can improve your bottom line.

• Streamline the use of your Applied System with better Activity Management.
• Discover a "better way" to manage the thousands of emails coming in every week.
• Discover a solution for those in your agency that are not heavy Applied users.
• See how agencies are taking advantage of client portals to provide 24 hr. client servicing.

PaperWise SendTo is one of the most common ways to insert documents into PaperWise.  From basic functionality to time-saving customizations, this webinar will demonstrate SendTo tips and tricks for any level of user.  Learn about drag-and-drop features and do-it-yourself customizations including creating your own SendTo hot keys, buttons, and default values.

Document searches are often about finding the right information to answer a specific question.  Perhaps you want to find an invoice but all you know about it is that it occurred between two dates.  Or perhaps you need a document for a specific customer, but you can't remember how to spell their name.  PaperWise Query allows you to search in ways that will answer these questions and many others.   From simple queries to saved searches with prompts, this webinar will demonstrate searching tips and tricks so you can easily find the document you need, regardless of how much information you have.

Are you ahead of the technology curve?  Stay on top of technology trends that impact how you do business.  In this webinar, we will demonstrate how agencies using Applied Systems can reach peak performance using existing technologies such as front-end scanning and collaboration tools like web portals and group inboxes.  Learn how you can streamline your internal processes by turning your Applied system into a workflow engine.  Don't be the last to have an automated agency.  Discover how dynamic technologies and workflow solutions can improve your bottom line.

• Streamline the use of your Applied System with better Activity Management.
• Discover a "better way" to manage the thousands of emails coming in every week.
• Discover a solution for those in your agency that are not heavy Applied users.
• See how agencies are taking advantage of client portals to provide 24 hr. client servicing.

Choosing an efficiency solution that is most suited for your organization can be an overwhelming task. The best way to determine how document management can benefit you and your agency or company is having the tools to make an educated decision.  This session will examine ten features vital to any document management and workflow solution:  accessibility, security, integrations, visibility, workflow automation, scalability, remote access, efficiency, disaster recovery, and compliance.  Walk through each essential with a solutions expert who will equip you with guidelines for making a sound investment.

Web portals are meant to grant immediate access, linking customers and employees to the information and services they need anytime, anywhere.   As trends point toward a more self-serve consumer mentality, businesses must adapt to meet this demand.  Our on-demand webinar, Advantages of a Web Portal, discusses the history, importance, and return associated with this kind of technology.  Discover how your company can stay ahead of the technology curve.