FREE Web Training

CPE Hours 1 (per session)
All BGL training courses contribute Continuing Professional Education (CPE) hours for members of the professional accounting and financial planning organisations.

Topic

Complete Document Delivery & Management

Content 

  • Preparing documents in CAS
  • Pushing documents to Portal from CAS
  • Pushing documents to Portal via BGL Connect
  • Document Management in CAS
  • Document Management in Portal

Web Training Dates


Duration - 1 hour May June July August September October
Date 23 19 19 17 18 18
Time (AEST) 1 pm 1 pm 10 am 2 pm 12 pm 11 am

Topic

BGL Connect

Overview of BGL Connect for CAS

Content 

  • Installing BGL Connect
  • Functions of BGL Connect
  • Using BGL SmartDoc to save documents to Document Management
  • Using BGL SmartDoc to push documents to Portal

Web Training Dates


Duration - 1 hour January February March April May June
Date 19 21 21   3 15
Time (AEST) 1 pm 2 pm 10 am   11 am 2 pm


For more information, contact the Training Coordinator at training@bglcorp.com.au or call 1300 654 401.

*Only current BGL clients are eligible for these sessions