Class Outlines

Reference Data

 

The purpose of this class is to educate participants on the basic data that SolArc RightAngle requires. The course provides definitions, examples, restriction and steps to enter and maintain the data. Additionally, there are hands-on exercises for many of the items.

The following topics are covered in this class:

 

• Overview of RightAngle Explorer Desktop
• Business Associates
• Offices
• Contacts
• Locations
• Manager Document Approvals
• Products
• Movement Plans
• AutoMatcher
• Pipeline Cycles
• Transaction Types
• Transaction Groups
• Account Codes
• Payment Terms
• Users
• Roles
• Security
• Overview of RightAngle Control Panels
• Message Scheduling