Lunchtime Learning | February

Learn how to manage documents for the customers you work with. In this Lunch Time Learning session, you will learn how to search for documents; as well as scan, upload, store, and link electronic copies of any supporting documents in a customer’s account needed for case management of various federal and local programs. Once documents are in the system, you can view and download them, or associate them to a specific program and program application. You can use those documents for various purposes, such as verification of provided data (e.g., birth certificate, Social Security card), documentation added to case notes (e.g., a letter of employment effecting RESEA Orientation), or copies of progress reports for ongoing training activities.

Register
  • Webinar Details

     
    • Speaker: GSI Training Team

    • Wed, February 26, 2025 2:00 PM - 3:00 PM EST

    • Register by Emailing: training@geosolinc.com