STEP ONE: Locating the documents to e-mail Inside the e-Dashboard, locate the document you wish to send out via e-mail. Right-click on the file and select "Email". You will be sent to a new window...

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BEFORE YOU BEGIN: Being able to move documents to our system is key so that not only you, but your employees and your clients can see the data that you have created offline. To be able to move docume...

BEFORE YOU BEGIN: You're on a time crunch, and you need documents entered in QuickBooks before your 5 PM deadline. Need help? The e-Dashboard offers outsourcing capabilities not only internally but...

With your Word document open, click on the orb on the top left side of the program. Select “Save As”. Near the top is a drop-down menu called “Save in”. At this menu, select &...

PREREQUISITE: You must have either FileZilla installed to transfer documents to your computer. STEP ONE: Within FileZilla on the right-side (this is our network), navigate to where your document is ...

BEFORE YOU BEGIN: One of the most crucial aspects of the e-Dashboard, the Inbox feature allows you to use the e-Box to its fullest potential. This feature will allow you to sort your documents by t...