Back to Basics: Mastering Document Management with Questys

Managing documents effectively is crucial in today’s fast-paced digital world. Whether you're just starting with Questys or looking to enhance your existing skills, understanding the fundamentals can significantly boost your productivity and efficiency.

This June, we are thrilled to offer a series of lunch and learn sessions designed to help you get back to basics with Questys*, our comprehensive document management software.

What to expect from our lunch and learn sessions

In these interactive sessions, our expert Tyler Jackson will guide you through the essential features and best practices of Questys. Here's a sneak peek at what you will learn:

• Understanding records, documents and folders: Clarify the distinctions and use each type effectively within Questys
• Using categories for better organization: Learn how to leverage categories to keep your files neatly organized and easily accessible
• Autofilling explained: Discover how autofilling can save you time and reduce errors in document management
• Creating, changing and importing documents: Master the processes of document creation, modification and importing within Questys
• Adding or moving pages: Get to grips with managing multi-page documents and how to rearrange pages seamlessly
• Managing duplicate records: Learn strategies to handle duplicate records without losing important historical data

Join us for an interactive learning experience

We offer two convenient sessions to fit your schedule:

• Tuesday, June 18, 2024, from 1-2 p.m. PT
• Thursday, June 27, 2024, from 9-10 a.m. PT

These sessions are a fantastic opportunity to ask questions and share experiences. Whether you're a new user or a seasoned professional, there's something valuable for everyone.

Don't miss out on this chance to streamline your document management processes and make the most out of Questys. We look forward to seeing you there!

Why document management matters

Effective document management is not just about storage; it's about accessibility, organization and efficiency. Questys offers robust tools to ensure your documents are not only stored securely but also easily retrievable and manageable. By mastering these basics, you can enhance your workflow, reduce time spent searching for files and maintain accurate records effortlessly.

Stay tuned for new topics and upcoming webinars! Have a topic to suggest? Contact support@questys.com.  

*The Questys document management solution is owned and operated by CityView