You’re busy—we get it.
You know making the most of your Versatile software will make life easier, but it’s tough to find time to read documentation or schedule training. That’s why we’re rolling out a new learning opportunity exclusively for Zasio users, called Versatile Tech Talks!
They are quick, informative (and free).
Each virtual session, hosted by Warren Bean, Vice President of Technology & Product Development, will highlight a specific feature of the Versatile 2023 software.
The sessions will run for no more than 30 minutes—15 to 20 minutes to highlight a feature of the software, and the remainder for Q&A. No matter which feature set you use—retention schedule management, physical records management, or electronic records management, we aim to provide something relevant for everyone during each talk.
‘User Setup’ in Versatile 2023
You may think setting up users is pretty simple, and generally it is, but there are a number of options in the users screen that you may not be familiar with. Join us for this session and fill in the gaps.
Wednesday, Sept. 11, 10 a.m. MT | Register Here
Want to get your software feature-related question submitted now? Email connect@zasio.com and we’ll hold it for the Q&A session.
We look forward to having you join us!
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Previously Held Tech Talks:
‘Security Groups’ in Versatile 2023
Ensuring the right people access the right information and functionality is key to having a secure system. We’ll walk through the steps of creating a security group and help you understand the various tabs and options available in that process, and how it impacts users.
UPDATE: This session was held July 24. Zasio customers can access the recording via the Customer Portal
‘Dashboards’ in Versatile 2023
You’ve likely seen the Dashboard feature in one of our demos, and perhaps even explored it on your own. This session will show you how to work with existing dashboards, reconfigure them, and even create new ones.
UPDATE: This session was held July 10. Zasio customers can access the recording via the Customer Portal
‘User-Defined Fields’ in Versatile 2023
Maybe you know custom fields are available, but you can’t recall how to add them. We’ll walk you through creating user-defined fields and discuss the implications of the various types, such as the difference between a custom list and multi-select list.
UPDATE: This session was held June 19. Zasio customers can access the recording via the Customer Portal
‘Retention Options’ in Versatile 2023
In this session, we’ll cover ways you can setup retention rules and how it impacts different areas of the Versatile 2023 system, such as schedules vs. series vs. policies, and how retention calculates at the record level.
UPDATE: This session was held June 5. Zasio customers can access the recording via the Customer Portal.
‘Searching’ in Versatile 2023
For this session, we will cover the various ways you can search throughout the Versatile 2023 system, whether for legal citations, schedules, boxes, files, and more. We will cover global, quick, and advanced search options with plenty of examples.
UPDATE: This session was held May 22. Zasio customers can access the recording via the Customer Portal.