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IRIS Docs Masterclass

IRIS Docs

The masterclass highlights key areas of IRIS Docs including functionality and features you never know about, combined with efficient and advanced search techniques to increase your expertise but also to ensure that you are getting the most from your Document Management software.

The sessions include the following topics:

Session 1 - Functionality you didn't know existed - Tips & Tricks

  • User Interface
  • Data Protection & Security
  • Save Group Member Data To File
  • DPE Process Errors
  • Import Fixed List Data from SQL Database Source
  • Drag & Drop
  • Administration
  • Deletion
  • Reinstate Email Assistant Licence check
  • Updated logging for Email Assistant
  • Control permissions and creation of sub folders on group and folder in-trays
  • Analytics – Key Feature of IRIS Docs

Session 2 - Making the most of IRIS OpenSpace – Seamless integration & automation

  • OpenSpace Overview
  • User interface – Dashboard
  • Settings
  • CustomisationLogs
  • Subscription
  • OpenSpace Document Approval
  • Docs Integration

Session 3 - Basic & Advanced Searches

  • Text Search
  • Grouping and Filters
  • Exploring
  • Document Search
  • Searching to attach documents
  • Search through outlook


Get started now!



Delivered by


IRIS Accountancy
IRIS Accountancy

Want to get the most from your IRIS products and discover even more ways they can benefit your practice. You have come to the right place. We want to maximise the value you get from your investment in every way possible

The tutorials are an easy way to introduce your staff to the IRIS Accountancy Suite software and to ensure they have the essential knowledge to use our tools effectively in their daily work.

Our training modules also enable staff to keep up to date with the full range of functionality, the latest new features, and enhancements released throughout the year. We also provide supplementary ‘how to’ guides and scripts to help the learning process.



 

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.