Reseller Technical Expert 3: GlobalForms and GlobalAction

Master Square 9 online forms and document workflows.  Learn how to design efficient, paperless business processes for approvals, retention of documents, and more with GlobalAction.

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Prerequisites:
Reseller Technical Expert Level 1
Reseller Technical Expert Level 2

Duration:
Approx. 6 hrs

Content

Description: Reseller Technical Expert Level 3

Master Square 9 online forms and document workflows.  Learn how to design efficient, paperless business processes for approvals, retention of documents, etc. with GlobalAction and convert bulky, inefficient paper-based forms into e-forms.

Topics Include: 

  • Building effective GlobalAction document workflows
  • Design efficient e-forms
  • Importing e-forms into GlobalSearch

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