Our Webinars

Book a spot on one of our webinars to learn how to fully utilise Union Square as part of your role.

Our free training webinars run regularly throughout the year. Whether you are new to Union Square or an experienced user, you will get something from attending. Find out more about the training topics available and book your place below.

Fundamentals

The Fundamental features of Union Square are utilised by the majority of our user base as it covers features such as customising the Personal Zone and reviewing useful Dashparts, adding new records and viewing / editing existing records including Contacts, Organisations and Projects. We are confident everyone will learn something useful in this session.

This webinar will show you how to:

  • Customise the Personal Zone
  • Utilise Useful Dashparts – Entity Quick Search, My Favourites & My Projects
  • Differentiate between ‘Quick Find’ and ‘Search’ on the Activity Zone
  • Add Organisations and Contacts
  • Convert an Enquiry to a Project
  • Add Internal and External contacts to a Project
  • Create a Project Contact List PDF document

 

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Timesheets and Expenses

Designed for users who need to submit their Timesheets and Expenses in Union Square. This webinar does not cover the use of Mobile Timesheets. Duration 1 hour.

This webinar will show you how to:

  • Enter time against your Timesheets
  • Enter overtime against your Timesheets (If set up this way in your system)
  • Enter Expenses against your Timesheets
  • Save and submit your Timesheets
  • Print your Timesheet
  • Make use of Timesaving Features

 

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Effective Document Searching

Are you struggling to find documents in the Document Management System (DMS)? This webinar focuses on the concepts of this feature, why it works the way it does and gives an explanation of all the search options. It then demonstrates the most effective combination of search filters to help you find the type of document you’re searching for, whether it be a Word document, email or drawing. This webinar is targeted towards existing users of the DMS who wish to learn more about searching for documents.

This webinar will show you how to:

  • Navigate the enhanced DMS
  • Use ‘Suggestions’ to quickly filter your results
  • Use the various ‘Views’ dependent on the type of document you are looking for
  • Use the Text searching field and take guidance from the ‘Expression Builder’
  • Use the Additional ‘Filters’
  • Differentiate between the ‘My Search Results’ tab and the ‘My Published Documents’ tab

 

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Document Version Control

This webinar takes your working knowledge of the Document Management System (DMS) to the next level. Gain a thorough understanding of version control, details, version comments and renditions within the Union Square DMS.  This one hour session takes you through all of the relevant DMS features and views from a document version control perspective. It is ideal for all users of the DMS and of particular use to document controllers who also need to work outside of DLM.

This webinar will show you how to:

  • Use Document Detail and Version Comments
  • Utilise appropriate versioning method for documents
  • Assign Renditions
  • Clone published documents
  • Replace published documents

 

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Baskets and Subscriptions

Do you need to group specific documents together that are saved in different areas of the Document Management System (DMS)? Would it be useful to receive notifications of new or revised documents published to the DMS? This webinar will show you how to group documents together using the My Baskets Dashpart and how to set your own notifications up using the Document Subscriptions tool. This webinar will be useful to anyone using the DMS.

This webinar will show you how to:

  • Create and email documents from Temporary and Permanent Baskets
  • Use the My Baskets Dashpart
  • Share your Basket with another user
  • Subscribe to global and project based document pools in the DMS, in order to receive notifications of changes to existing documents or the publication of new documents

 

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Campaigns

Typically used by people in a marketing or business development role, this tool allows you to communicate with your business contacts through mail merge and e-shots. All communication made can be logged against each contact record using Actions which can also be used to help you manage events. This webinar will demonstrate how Campaigns can be used to manage a golf day event.

This webinar will show you how to:

  • Create and Maintain the Campaign Record
  • Create and Maintain the Contact List in the Campaign
  • Create Bulk Mail Merges using the Campaign Contact List
  • Send HTML and Plain Text emails to the Campaign Contact List
  • Utilise Actions as means of follow up for the Contact List
  • Utilise Actions as a means of reporting the activities of each Contact in the Campaign

 

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Actions

This feature allows for interactions with external contacts (conversations, meetings) to be recorded and searched. Actions can be either historical or reminders. Historical Actions can be used as a log to record tasks or events that have already taken place. You can create reminder Actions for yourself or pass them over to a colleague for completion. This webinar will demonstrate this functionality as well as other useful features such as linking Actions to documents.

This webinar will show you how to:

  • Create Actions that relate to Entity Records or Documents
  • Assign Actions to other Union Square Users
  • View Actions via different Entity Records or Documents
  • Complete Action
  • Complete Actions via the My Actions Dashpart

 

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Introduction to the DLM

The Document Lifecycle Manager (DLM) is a tool used for managing and issuing controlled documents in Union Square. This webinar is aimed at new DLM users, or anyone interested in a general overview of this module. Duration 1 hour.

This webinar will show you:

  • What the DLM is
  • Who the DLM is used by
  • How the DLM supports multiple file types
  • How the DLM handles multiple versions
  • What the DLM Interface looks like
  • What DLM Reports are available

 

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Introduction to DocX Templates

Designed for users who have been tasked with the set up or maintenance of DocX templates. This webinar focuses on using Microsoft Word (DocX) to create basic templates to merge data from a single record in your Union Square system, repeating templates for sending to multiple contacts and examples of how to add lists of contacts to a template e.g. CC lists.

This webinar will show you how to:

  • Set up the Developer tab in Microsoft Word
  • Create ‘My First Template’
  • Create Repeating templates
  • Get rid of blank end pages
  • Create a CC List in your template

 

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Creating Tables and Labels in DocX Templates

Designed for users who have been tasked with the set up or maintenance of DocX templates. This webinar focuses on using Microsoft Word (DocX) to create basic templates to merge data from a single record in your Union Square system, repeating templates for sending to multiple contacts and examples of how to add lists of contacts to a template e.g. CC lists.

This webinar will show you how to:

  • Set up the Developer tab in Microsoft Word
  • Create ‘My First Template’
  • Create Repeating templates
  • Get rid of blank end pages
  • Create a CC List in your template

 

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