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File Smart for Strata Master

Learn how File Smart can help you organise, secure and easily retrieve documents in your strata office. In this course, you'll also learn how to seamlessly process levy notices, contracts, meeting minutes and invoices in File Smart.

Topics Covered

  • Navigate File Smart
  • Understand the File Smart toolbars
  • Understand your pending queue
  • Archive, search and transmit documents
  • Integrate Strata Master & File Smart
  • Complete document workflows
  • Process creditor disbursements
  • Create a document management policy

Pre Requisites

This course is designed for Strata Managers, Office Managers, Assistants and Trust Accountants.  Participants should be familiar with Strata Master and File Smart and have a basic understanding of the strata industry.

Course Length

1 hour

Fee

$220.00 (incl GST)

Run Cycle

Monthly based on interest received

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New Zealand

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