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Admin Training: Action Plans and Templates (Email and Document Acknowledgement)
Mon, Feb 16
|Online via Microsoft Teams
Creating and using Action Plans and Templates in TRES is a game-changer for improving your team’s efficiency, client communication, and overall workflow consistency. Let’s walk through both!
Time & Location
Feb 16, 2026, 3:00 PM – 4:00 PM EST
Online via Microsoft Teams
About the Training
Creating and using Action Plans and Templates in TRES is a game-changer for improving your team’s efficiency, client communication, and overall workflow consistency. Let’s walk through both!
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