Stonehouse Capital Learning Portal
3. Practice Manager: Document Library
Prerequisites
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1. Practice Manager: Introduction
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What is Prerequisite coursesA prerequisite is a specific course that you must complete before you can take another course at the next grade level.
Course details
Lectures
6
Video
12 min
Quizzes
1
Level
Beginner
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- Description
- Curriculum
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The Practice Manager Document Library provides a secure place to store files where you and your team can find them easily, work on them together, and access them from any device at any time.
Document Library Tutorial
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1
IntroductionPRACTICE MANAGER: Document Library
MODULE: Introduction
The Practice Manager Document Library provides a secure place to store files where you and your team can find them easily, work on them together,
and access them from any device at any time.
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2
Tutorial Objectives
MODULE: Tutorial Objective
By the end of this short tutorial, you will…
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3
Objective A: Understand how to upload documents to the document libraryUNDERSTAND HOW TO UPLOAD DOCUMENTS TO THE DOCUMENT LIBRARY
Step 1
• Log into Practice Manager
Step 2
• On the right-hand side panel, click on administration. This will open a drop-down menu.
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4
Objective B: Understand how to access the document library
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5
Objective C & D: Know how to download docs from the document library
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6
Document Library Manual
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7
Understand the Document LibraryThe purpose of this quiz is to test your understanding of the Practice Manager Document Library Tutorial
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