News & Blog

Efficient document management is essential for businesses and organizations looking to improve productivity and streamline workflows. If you're a Questys user looking to maximize the capabilities of your Document Manager, our January Lunch & Learn is the perfect opportunity for you.

On January 14 at 12 p.m. CT, we’re hosting a comprehensive training session designed to help you unlock the full potential of Questys Document Manager. Whether you're new to Questys or have been using it for a while, this session will provide valuable insights into advanced search features and strategies to make managing your documents faster and easier.

What you will learn

In this free, live training session, we’ll dive deep into the following topics:

Quick searches with the "Anything" Search

Learn how to use Questys’ “Anything” search feature to quickly locate the documents you need. With this simple yet powerful tool, you can search across multiple document types, making finding the right files faster than ever.

Advanced search filtering and custom search views

Take your search capabilities to the next level by mastering advanced search filtering options. Customize your search views to match your unique workflow, making it even easier to locate specific documents or groups of files.

Exploring folders, categories and metadata for document organization

Proper organization is key to effective document management. Discover how to leverage folders, categories, and metadata to stay organized and ensure that your documents are always easy to find.

Viewing, downloading, printing, and emailing files

Learn the most efficient ways to interact with your documents. Whether you're viewing, downloading, printing or emailing files, we'll cover all the essential actions you need to manage documents seamlessly.

Understanding file versions and viewer functions

Managing multiple versions of a document can be challenging. We'll walk you through how to track and manage file versions, as well as the key functions available within the viewer to make document collaboration smoother.

Why you should attend

Questys Document Manager is packed with powerful tools to help users manage documents more efficiently. However, many users aren’t aware of the full range of features that can save time and improve accuracy. Whether you’re just starting out or looking to improve your skills, this session will offer tips and best practices to help you:

• Improve search accuracy and speed
• Stay organized and reduce clutter
• Boost productivity with fewer manual processes
• Ensure you’re using all the tools available to you

Who should attend

This session is ideal for anyone who uses Questys Document Manager, whether you’re a beginner or an experienced user looking to enhance your skills. If you’re looking to make your document management process smoother and more efficient, this session is for you.

Save your spot today

Don’t miss out on this valuable opportunity to learn from the experts. The Questys January Lunch & Learn will help you take full advantage of the Questys Document Manager’s advanced features to simplify your workflow.

Be sure to save your spot and join us on January 14 at 12 p.m. CT.