COVID forever altered how organizations look at their internal protocols and processes. It influenced businesses of all sizes and sectors, posing new difficulties for staying connected. The pandemic demonstrated that all organizations should incorporate digital instruments into daily routines. They became essential for far more than hybrid working models.
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Today, we will explore Practice Master's document management feature, which simplifies the process of naming and storing documents in a centralized location. This can improve workflow by making it easier to store and access documents through tabs like client file manager, conflict of interest search, and document search. We will learn to configure document management and customize Practice Master, save new documents, review available fields in the document management record, and add existing documents to the system. To begin, access customization in the quick launch and select the documents tab.
