Adan Fox

About Adan:

Adan has helped firms with accounting, automation, and system management, while also gaining special expertise in resolving vMedia printer issues.

Collection-Master Expertise:

• Accounting (Financials)
  • Create or reset a bank account
  • Edit remit templates
  • Set up AutoPost
• Automation & Workflow
  • Set up automation using Task Scheduler
  • Trigger workflows using [1-7-1] documents and Diary Codes
• Documents & Reports
  • Set up document workflow and automation, including mail merge
  • Set up, edit, and fix document macros/templates
  • Create and edit Smart Document scripts
  • Create and edit report templates
  • Build reports and queries
  • Automate [3-2] Report Generator
• DTP/Module Integrations
  • Set up, export, and re-trigger records (CMvX, CM EDI, etc.)
• System Management
  • Install/update CM and VLM
  • Workstation setup
  • Group Security/Zone Security setup
• Training
  • Fundamentals training (basic)
  • Financials training (basic)

vMedia Expertise

• Install/update vMedia and VLM
• Workstation setup
• Troubleshoot Print to vMedia
• Reinstall printers

Adan’s Links:

• Setting up for Success Minus the Stress
• Adan’s vConnect Spotlight