Catch up with Keeper Webinars
On the last Tuesday of every month, Keeper does a monthly webinar to recap all of the latest product updates and to share best practices from the community.
To subscribe to these webinars, click here: Catch up with Keeper.
See below for past webinars:
- Updates to
- App showcase: Jelena Arkula on pro tips and hidden features.
- App showcase: Jodie Strong on workflow.
- Close Due Dates
- Close Status Automations
- "Any Answered" Client List filter
- Deleting Closes
- Preperarer / Reviewer roles in Templates
- Open Items in Chat
- Cash Basis Reporting
- Merged Client Portal Counts
- Search in filters on tables
- Paste images from your clipboard
- Cash / Accrual Basis in the footer of Management Reports
- App showcase: Tyler Otto on Metrics. Check out his YouTube here!