Misc.

Catch up with Keeper Webinars

9min
heads up ! keeper docs is now deprecated please visit the new catch up with keeper page at our new help center 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 past webinars see below for past webinars february 2022 prepare 1099s docid\ z8aaigu9xlnqcwd uojyz client properties / saved views updates to in app chat (collaboration) docid\ w2oat qx1ravpno3lkz7j march 2022 close statuses docid\ p8qf5comgzzmuc6cfgqvc kanban view financial reports in the client portal docid\ mqf9g7ujxihosfpbmd0ds app showcase jelena arkula on pro tips and hidden features april 2022 files docid\ dgoye0dss5q0r008saq5u priority tasks docid\ r3bqzm6scz2 iyb vd6uk keeper's referral program app showcase jodie strong on workflow may 2022 project templates docid\ bnb7ldhcjujacl7crfbln improvements close due dates close status notifications close status automations june 2022 "any answered" client list filter deleting closes preperarer / reviewer roles in templates open items in chat client notes docid 2d kozebfwitf8i0zba f july 2022 zapier saved task views non closing task tags email open tracking cash basis reporting financial statement footnotes merged client portal counts august 2022 time tracker notifications email signatures local transaction status / question status search in filters on tables paste images from your clipboard files in the client portal https //docs keeper app/files in the client portal cash / accrual basis in the footer of management reports app showcase tyler otto on metrics check out his youtube here ! september 2022 zapier improvements gmail integration task lock updates more close status automations xero beta