New Quick Start Guides

 In Training Videos, Uncategorized


To help new users learn the basics of Migration Manager quicker (and those who just need a quick refresher), the Training team at Migration Manager have started compiling a series of Quick Start Guides and Videos.The aim of the Quick Start Series will be to show users how to quickly perform a number of the main tasks that many users make use of on a regular basis. The guide will contain a written set of instructions with images of approximately 10 steps along with a short 2-3 minute video that demonstrates the instructions in practice.

The first Quick Start Guide released is “How to Create a File and Send an Email”. It aims to show new users how to very quickly create a file, record some basic details and then email the new client. This Quick Start Guide can be accessed at: Quick Start Guide 1 – Create a File and Send an Email. The video that is included with the guide will also appear at the bottom of this blog post. Over the coming weeks we will be producing and releasing additional Quick Start Guides covering topics such as Questionnaire Imports, Form Merging etc and we will be posting up information on our Blog when these are released.

As always, if you have any questions please do not hesitate to contact our support team.


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