Just the Basics Client Portal Webinar
Learn How to Use Corodata’s Client Portal for Online Document Management
Are you new to Corodata’s client portal or could you benefit from a refresher on how to use it? It’s easy to learn, and Corodata offers free weekly webinars for basic online document management use when it comes to your business’ records storage needs. In this 30-minute overview, you’ll learn how to order a box or file, request a pick-up, and create your own inventory reports.
Review Quick Tips
We’ll go over shortcuts and user tips on how your business can use the portal quickly and efficiently.
How to Place an Order
Learn how to buy supplies, like boxes, barcodes and CoroSeals. You’ll also be able to schedule a pick-up for your boxes.
Search for Your Boxes & Files
We’ll show you how you can search your inventory database for a box, records, or any specific files that are needed.
Add New Boxes to Inventory
If you have new boxes that need to be placed into storage, you can go online and add your boxes and the descriptions of their contents into your online inventory. Once you add it to your inventory, you can submit a request for pick-up. Or, you can log which boxes you’ve sent to storage.
Create Custom Reports
You can create a custom report to find out who in your company has requested and received boxes, when, and how often. You can also search when your boxes were added, and even create a report to help you with your retention scheduling.