Power Point Presentations are now posted!

General Presentations:

Agency Workflows        Jennifer Godwin

 

Jennifer has offered to send the "helper" forms that she showed in her presentation (checklist, questionnaires, etc) to those that send her a specific request to her email at jenniferg@aistechnology.com.    

 

Future for DORIS User Group Meetings   Linn Wheeling

 

Agent's Council for Technology       Bob Slocum

 

 

DORIS Feature Presentations:

Accounting-Setup & Misc. Processing   Deb Mansfield 

 

Accounting Reports 

 

Advanced Accounting -Balancing & Closing General Ledger  Gayle Griffith

 

Accounting -Track Direct Bill on a Daily & Monthly Basis Gayle Griffith

 

Accounting -Daily Tracking of Agency Bill    Deb Mansfield

 

Accounting -Monthly Tracking of Agency Bill   Deb Mansfield

ACORD Forms      Nancy Jahelka

Attachments & Emailing     Lee Ann Higdon

Diary     Stephania Burnett & Kelly Curtiss      

Download     Lee Ann Higdon

Marketing/Word Processing        Nancy Jahelka           

Real Time Interface        Lynn Robbins & Jackie Lastowski