Webinar
Thursday, January 22
2:00 PM - 3:00 PM EST
Presented by:
Steve Delgado
Solutions Consultant
Juan Rivera
Solutions Consultant
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Compleo Layout Forms Master Class: Advanced Design Workflow
Our training curriculum is built on our history in Document Management—evolving from our roots in IBM data connectivity to our latest SaaS innovations. We adapt our training based on what our customers need today.
In this session, we will cover formatting from the very beginning and dive into advanced logic, conditions, and variables. We will demonstrate how to generate invoices using Layout and IBM system data, and crucially, we will show you how to take that same template and modify it to work with SAP environments seamlessly.
Plus, we will introduce the next evolution in document delivery: The Compleo Invoice Platform (CIP) for Accounts Receivable. This solution is designed to give your team total visibility and traceability over your sent invoices and answering the big question: “Has the invoice been sent to the customer?”
Key Takeaways:
• Mastering the Interface: Best practices for cleaning data, designing tools, and inserting dynamic graphical objects.
• Advanced Logic: How to use Conditions, Variables, and Formats to handle complex multi-page forms.
• From Design to Delivery: After the invoice has been completed in its design, we will show various distribution methods including our latest SaaS solution for viewing sent invoices.
Join us for a specialized technical training session designed to help you get more out of Compleo Layout. Whether you are a long-time user or new to the interface, this workshop will cover the essential methodologies for creating smarter, more dynamic business documents (such as invoices, packing lists, and purchase orders).
Our training curriculum is built on our history in Document Management—evolving from our roots in IBM data connectivity to our latest SaaS innovations. We adapt our training based on what our customers need today.
In this session, we will cover formatting from the very beginning and dive into advanced logic, conditions, and variables. We will demonstrate how to generate invoices using Layout and IBM system data, and crucially, we will show you how to take that same template and modify it to work with SAP environments seamlessly.
Plus, we will introduce the next evolution in document delivery: The Compleo Invoice Platform (CIP) for Accounts Receivable. This solution is designed to give your team total visibility and traceability over your sent invoices and answering the big question: “Has the invoice been sent to the customer?”
Key Takeaways:
- Mastering the Interface: Best practices for cleaning data, designing tools, and inserting dynamic graphical objects.
- Advanced Logic: How to use Conditions, Calculation Variables, and Formats to handle complex multi-page forms.
- From Design to Delivery: After form has been completed in its design, discover the next steps in distributing the document.