1. FYI
  2. Learning Resources
  3. Learning Paths

Features

#Lightspeed Document Management

Learning Pathway Tile - #lightspeed.png

Take your document management #Lightspeed with this Learning Path, designed for all users, focusing on core document management features, fundamentals and best practice.

Covering:

  • Search & Filtering
  • Client Interactions
  • Document Actions & Version Control
  • Co-edit Documents
  • Email Management

Allow 30+ minutes.

Learning Pathway Headers (3).png

Learning Pathway Headers (23).png

Document management QRG cover image.gif

Click here to download the guide.

3154_Lightspeed_Email_Mgt_Guide.gif

Click here to download the guide.

4162_FYI_Transitioning_DM_QRG.gif

Click here to download the guide.

4161_FYI_Transitioning_Folder_Based_QRG.gif

Click here to download the guide.

Learning Pathway Headers.png

Locating information cover.gif

Click here to download the guide.

 

 

Learning Pathway Headers (1).png

 

 Pro PlanElite Plan

 

Document action cover image.gif

Click here to explore the Document Toolbar.

Best practice guide cover image.gif

Click here to download the guide.

 

Learning Pathway Headers (2).png

Top_Tips_Managing_Emails_Cover_Image.gif

Click here to download the guide.

Email AutoFile Cover Image.gif

Click here to download the guide.

Learning Pathway Headers (12).png

Learning Pathway Headers (13).png

Learning Pathway Tile - Collaborate - Std.png

Click here to learn how you can Collaborate seamlessly on documents with your clients.

Learning Pathway Tile - #maxeff.png

Click here to learn how to manage your work using Productivity Tools for #MaximimEfficiency.

 

Was this article helpful?
0 out of 0 found this helpful