Your August eZupdates!

Your August eZupdates!

Each month eZmax will be providing you with eZupdates. This is your monthly column that highlights features within the system and tips on how to apply them.

For all our users:

  • Did you know that when you work in eZmax, you can have multiple pages open at once…just like a web browser, simply open as many tabs as you need and navigate from one page to the other.

  • If you presently use “Load Template” when preparing a document for e-signatures, you know how this feature helps you save time.  What you may not know is that you can create your own personalized templates for documents that are not in the system but that YOU use regularly!!

  • Go ahead and download eZmax on any computer, cell phone or tablet.  But always remember that the first time you download eZmax on any device, your office may have to authorize the computer for you to proceed !!!

For all our admin:

  • So many hidden tools to discover in eZmax.  Here’s one that few people know of: Tax Calculator. Whether you want to quickly add or extract taxes to a given amount, simply click on the % icon on your main menu and quickly get the answer you are looking for!

  • As an administrator, you must validate all documents that are entered into the system.  However, for some individuals, you may want to bypass this validation request. To do so, simply activate the “Self-Validation of Documents” in the user’s profile.

Stay tuned to next month’s eZupdates as we share more insight into how to get the best out of the eZmax solutions.

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