About Lesson
Digitizing Customer Documents: A Guide to the File Tab
In this video, viewers are introduced to the File Tab, a digital filing cabinet designed to store various documents related to a member or customer. The tutorial demonstrates how to upload documents such as videos, images, membership agreements, and voided checks, making a shift from traditional paper storage to a digital format. By utilizing the File Tab, viewers can easily upload, store, and manage essential documents, ensuring a well-organized and accessible repository of information. This video serves as a valuable resource for those looking to transition into a more digital and organized document management system.