TRAINING COURSE
Unleashed Documents Webinar
Learn how to create professional-looking custom documents for your business will that set your brand apart from competitors, leaving a lasting impression on clients and partners. This course will teach you how to customise your reports to show the information you need in a user-friendly format. Being able to customise your documents ensures that your specific needs and messaging are accurately and efficiently conveyed, enabling you to create documents that align with your brand.
What will I learn?
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Create new documents
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Adjustment existing documents
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Create multiple documents types and styles
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Layout customisation
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Add or remove information fields
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Adjust formatting to reflect your business image
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Assign default documents
Why come along?
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Communicate more efficiently with your customers
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Learn more about Unleashed and its capabilities
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Develop your documents around your processes, not the other way round.
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Develop documents that build on your business image
Who should attend
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Administrators
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Business Owners
What shall I bring?
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Yourself
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A laptop
Testimonials
What our clients are saying about us.
"We had a very positive experience working with Equation. They were quick to address queries, and follow up was timely and accurate. Having someone who knows the software answer questions and take care of the details makes life a lot easier.
Ariki
"Equation started working with us in 2016 when we first implemented WFM by Xero to replace an existing time management system. The Equation team is professional, knowledgeable and approachable about the services they provide. We have always trusted their advice and it has led to our company being very happy with the systems we have implemented."
Davis Ogilvie
"Equation was recommended to us by our accountant and we have subsequently developed a long-term business relationship with Nicole and the team. They were instrumental in supporting us through the transitional period and coordinated a smooth setup of both Xero and Xero payroll.
Lumen
"One of Nicole's key traits is to take away a problem and come back with solutions on how to get the best out of our reporting. She also embeds the knowledge in our business by assisting us with our processes and procedures."
Crighton Andersons
"We started this process some time ago and were having difficulties making it work, in fact we had given up and reverted to our old system! Equation were recommended by a builder we work with who was making the same change with ease. It has definitely been the best move we made."
Swinard Wooden Floors
"We searched for a long time to find someone knowlegeable in Unleashed - Xero integrations. Nicole has been fast, efficient, great to work with, and has been able to make all the changes we needed."
Velocity Vehicle Care