User Training Sessons On-Demand

Welcome to the AccuAccount Training Series. This training will focus on AccuImg functions. AccuImg does a lot more than just scan single documents. We will cover scanning, editing documents, batch files, and drag and drop. Join us and see how AccuImg can simplify your processes and make imaging easier.

After registering you will receive a confirmation email containing information about joining the training.
 

Welcome to the AccuAccount Training Series. This training will focus on the permissions and access options available in AccuAccount. We will review what types of permissions are available, what the permissions do, and who can make changes to those permissions.

After registering you will receive a confirmation email containing information about joining the training.
 

Welcome to the AccuAccount Training Series. This training will focus on Branch Security Settings. With Branch Security, you can restrict access to customers and account based on the assigned branch. This training will review the process step-by-step, including some examples of what the restrictions will look like for users.

After registering you will receive a confirmation email containing information about joining the training.
 

Welcome to the AccuAccount Training Series. This training will focus on the document restriction options in AccuAccount. We will take a closer look at Employee file settings, and how to use the Demographic Restriction settings. I will also show examples of both scenarios so you can see what these restrictions will look like for your users.

After registering you will receive a confirmation email containing information about joining the training.
 

Welcome to the AccuAccount Training Series. This training will focus on how to add new document types in AccuAccount, an important part of maintaining your document structures. We will go through the process, step-by-step, of creating a new tab, assigning it to a document structure, creating exceptions for the tab, and adjusting the sort order so it displays correctly on the customer page.

After registering you will receive a confirmation email containing information about joining the training.