The QM Insights podcast show is back on its mission to help SOLABS’ clients to learn from experience.
Today’s episode is Part 3 of our series on how QM10 helps our clients with document management. In this episode, we focus on the tools available to Document Administrators to assist with their document administration needs.
00:41 Introducing today’s guests: Gretchen Dixson and Philippe Gaudreau
01:04 Find previous episodes from this series here: QM Insights Podcast – SOLABS
01:35 Philippe provides a sneak peek of our 10.9 release
04:50 Our support team is currently scheduling the upgrades to the latest version of QM10.
05:34 Gretchen details the tools available for document administrators – Document Types, Document Workflow Templates and PDF Rendering Templates
?? Document Types help you create default “electronic templates” for your various documents
07:01 Document Workflow Templates can be used to easily assign document review/approval tasks if they are often assigned to the same person
07:48 What are the options in terms of default settings for Document Types?
08:51 You can set date fields to allow entry of past dates or only current/future dates depending on your needs
10:28 Clients usually set default folder locations to ensure that their documents are automatically placed in the correct Treeview folder location
12:51 We like to help our clients with initial configuration and ongoing review. Learn more about our Client Success Agreements here: Client Success Assistance - Service Level Agreement – SOLABS
14 :37 Etienne thanks today’s guests & listeners
Find our User Guide Index here: User Guides Index – SOLABS
Contact us at email@example.com
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