Managing Documents in Accela

Our next Focus Training will be taught by Kelly Marshall and will provide some helpful guidance on what reports automatically save to documents, how to re-generate certain key documents like Certificates of Occupancy and Permits, viewing documents once saved/uploaded, what document types use the built-in viewer and which don’t, info about document permissions, and how to delete documents and edit document details.

It will be held on Tuesday, Nov. 20, 2018, from 10 – 11:30 a.m. Up to 12 participants can attend the class so please send an email to [email protected] and let her know how many from your office plan on attending the training session. We will schedule additional training dates if the class fills up.