ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.
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Earn your RIBO/Life License Credits and save Time & Money through RIBO Accredited Computer Courses for Insurance Brokers.

OneNote for Financial Professionals

7 RIBO Personal Skills Studies and 7 Life License Credits (Ont)

Onsite Training

MS OneNote for Financial Professionals will show you how to:

-Organize a central office file system.  Never lose another important document again with rapid search indexing and category tagging.

-Share critical information with a subset of the office. Give sales staff access to shared lead lists and estimators access to critical Excel templates, without anyone accessing non-critical documents and information.

-Create, store, and access meeting notes.  Take notes with a stylus and tablet, and watch them transform into ASCII text.

-Access information remotely.  Use OneNote at the office, or on the go with the Microsoft OneNote mobile app.

 

TOPICS:

  • Creating a New Notebook
  • Adding a New Section
  • Adding a Table
  • Creating a Page from a Template
  • Inserting a Document
  • Tagging a Note
  • Creating a List
  • Adding Audio/Visual Clips
  • Sharing a Notebook
  • Password Protection
.

Price: $329 + applicable taxes

Max Students: 6



Schedule

If you have five people or more interested in attending, we can hold the course at your site for a reduced rate at the date and time that fits your team's schedule best. Please contact Andrew Leroux at (866) 630-6950 or andrew@escomputertraining.com for more details.

ES Computer Training Workshops, continuing education, sessions, accredited courses for construction, finance, insurance, business.

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