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Sept 2017 - Magical World of the Secretariat Wizard Academy

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The goal of this webinar is to understand how to create efficient processes and utilize the Wizards available in Secretariat to the fullest.

The Wizard Academy

The goal of this webinar is to understand how to create efficient processes and utilize the Wizards available in Secretariat to the fullest. Viewers can expect to learn how to:

  • Streamline monotonous tasks using Wizards
  • Use Wizards to create documents along with database updates
  • Apply tips, tricks, and best practices of Wizards

Tips & Tricks

  
  • Add Favorites & Edit Descriptions to fit your own needs
 Edit description wizard.JPG
  • Add a brand new Entity when using the "Copy Data" Wizard using the "Hot Add" Feature
    • Step 1: Run the Copy Data Wizard
    • Step 2: Select "..." next to the "Copy to" field in Step 2 of the Wizard
    • Step 3: Select "Hot Add" at the top left corner of the Entities pop up window. From here, you can follow the usual steps of creating a new entity. 
 Hot add feature.JPG
  • Check the People record prior to running Wizard as it does not check to see what Titles/Positions the person currently holds
  • Print out the Confirmation page once you have completed the Wizard to cross-reference your processes