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Tuesday, March 12 • 9:00am - 9:50am
Customer Story - Birmingham City Schools

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Have you ever filled out the wrong form and had it returned? What to do now? Why, delete it of course! In this session, you will learn how to give your users the ability to delete returned forms that are now clogging their inbox. The method shown here will allow users to eliminate unneeded forms by simply adding a new user account, group, role and some workflow routing … greatly enhancing their user experience.

avatar for Jason Pfaehler

Jason Pfaehler

Business Solutions Consultant, Softdocs Inc.

Patricia Smith

Birmingham City Schools
avatar for Michael Kortman

Michael Kortman

Senior Accountant, Birmingham City Schools
Accountant in K12 education for 15 years. Worked briefly with Doc-e-Serve a few years ago. Helped with implementation of Etrieve at Birmingham City Schools almost a year ago. Workflow manager, form creator, sometimes coder. Developed method that allows originators to delete forms... Read More →

Tuesday March 12, 2019 9:00am - 9:50am EDT