Electronic Document Management

With several decades of combined experience working with advisory firms' technology, workflow as well as Worldox document management software, here's how your Trumpet team creates success for you:

Your implementation service includes:

• A dedicated Trumpet project manager to ensure your success
• Design sessions with a Document Management Specialist to tailor Worldox to work the way you do
• Guided training workshops
• Access to online forums and a wrap up session to address questions after you go live

Worldox Services Overview

Design	Trumpet interviews your firm and tailors Worldox to work the way you do
Customization	Trumpet applies your Worldox customization
Training	Attendees Learn:
Session 1 - Operators' Training Workshop	Worldox navigation Scanning tips and tricks Adding new clients and accounts Shortcuts to speed up filing Methods to ensure consistent filing How to set up integration with your CRM
Session 2 - Firmwide Savvy Saving	Shortcuts for saving documents Options for working with files (versioning, copying, commenting, etc.)
Session 3 - Firmwide Savvy Searching	Wide variety of search techniques Using file features (preview, etc.) Customizing preferences Working with e-mail attachments How to use CRM integration
Session 4 - Worldox Administrator Training	Using the Audit Trail Printing reports Setting up a new employee Adding a user to a security group Worldox integration with other applications Making system-wide changes Using active/inactive codes Working with add-on applications
Optional sessions below are available based on the needs of your firm:
Portal Integration	How to set up and send files to your secure client portal
Migration Consultation	Migrating legacy documents to Worldox
Advanced Users	Editing preferences Working with related files Using Favorites and Tags Editing, moving and more
FINRA Compliance	Covers features and processes to address FINRA compliance requirements
E-mail Integration	File incoming and outgoing e-mail Customize e-mail searching Working with e-mail attachments Working with e-mail rules