February 2025 - Tips/Tricks for Navigation

Links to Articles Referenced in the Webinar:

• Using Document Search: https://identifi.zendesk.com/hc/en-us/articles/115003500154-Using-Document-Search
• Advanced Document Searching:  https://identifi.zendesk.com/hc/en-us/articles/360044298173-Advanced-Document-Searching
• Using Workflow Search: https://identifi.zendesk.com/hc/en-us/articles/7300115255959-Using-Workflow-Search
• Using Desktop eSign Search (for On Hold packages): https://identifi.zendesk.com/hc/en-us/articles/360007281393-On-Hold-Packages
• Using Online eSign Search: https://identifi.zendesk.com/hc/en-us/articles/360063629853-Using-Online-eSign-Search
• Creating Document Groups: https://identifi.zendesk.com/hc/en-us/articles/360045118594-Creating-Document-Groups
• Using Document Groups:  https://identifi.zendesk.com/hc/en-us/articles/360045729153-Using-Document-Groups
• Smart Folders:  https://identifi.zendesk.com/hc/en-us/articles/115004289213-Working-with-Smart-Folders

Link to PowerPoint presentation:

Tips & Tricks Navigation.pdf

Link to Question & Answer Document:

Tips & Tricks - Questions & Answers

Recording Link:

Product Highlight Session 2 Tips and Tricks for Navigation-20250219_182539-Meeting Recording.mp4

To provide feedback on this webinar or to suggest future topics, please reach out to Beth Horan, Identifi Relationship Manager at [e-mail], or Sheila Nolder, Identifi Training Manager at [e-mail].