One of the scenarios we frequently hear from customers is around Case Management in Office 365. Is this possible? How do I do it? Joanne Klein, Microsoft MVP, and records management specialist presented this topic in the first webinar in our new Expert Webinar Series. The recording of this webinar is available to everyone.
How to Do Case Management in Office 365 Webinar Abstract
Managing a set of documents as a case or subject file is a common requirement for many organizations. Whether for projects, legal, healthcare, insurance, or HR there are requirements on how to organize and manage these documents and maintain record keeping.
In this webinar, you will learn how to do Case Management in Office 365 and SharePoint Online. We will look at a case study of an organization using legal case files. This discussion includes common requirements and options for using Office 365 features to organize documents and apply retention.
Watch the Webinar Now
We recorded the webinar, and you can watch it right now! You will need to register to view the video.
Questions and Answers from How to Do Case Management in Office 365
RecordPoint’s live webinars include a Q&A from the audience. Below are the questions asked during the webinar about Case Management in Office 365. If you have a question after watching the recording, please contact us, and we will get you an answer!