Sales: 801-722-7098
Home Page
Products
DMS
DMS

Powerful but friendly document management with PDF scanning and editing built in.

Automate
Automate

Intelligently OCR, convert, and route your documents by their content, in bulk.

Portal
Portal

The FileCenter Client Portal provides an easy, secure way to exchange digital files with your clients.

Scanners
Scanners

Top-rated scanners for FileCenter products at competitive prices.

Installation
Installation

Our implementation experts can take care of the software installation and basic setup for you.

Downloads
Current Version Older Versions Free Trial Requirements
Support
Training Training Videos User Guides
Support Support Downloads Knowledge Base Maintenance Contact
Blog
Contact Us
Free Trial Buy Now

Tag: Onboarding Document Pack

How (and Why) to Create a Customer Onboarding Document

By Lucion Technologies Posted on February 25, 2022 Posted in Office Efficiency Tagged with Client Onboarding Document and Process, CRM, Customer Onboarding Checklist, Customer Onboarding Practices, Customer Onboarding Process, Customer Relationship Management, Customer Retention, DMS, document management system, How to Create a Customer Onboarding Document, Onboarding Document Pack, What is a Customer Onboarding Document
How (and Why) to Create a Customer Onboarding Document

No matter what kind of business you run, how well you manage your relationships with customers will determine your success. Once you’ve put in the hard yards and converted a lead into a new customer, every interaction needs to broadcast …

How (and Why) to Create a Customer Onboarding Document Read more »

FileCenter Free Trial

Search the Blog

Categories

  • Document Management
  • Office Efficiency
  • Paperless Office
  • PDF Software
  • Scanning & OCR
© 2023 FileCenter Blog | Powered by Responsive Theme