Webinar took place on Thursday 30.9. at 15:30

In this webinar, we looked at Evolio as a whole and showed interesting combinations of features:

  • Working with a form in Google forms and transferring data from it to Evolio.
  • To contact the client by e-mail, SMS or letter with the use of documents with printing parameters.
  • Automation when creating tasks
  • Synchronize documents from Evolia to OneDrive storage using Integromat .
  • We have shown the transfer of the file to another type and the assignment of permissions to users or teams and team tasks.
  • We expanded the file with additional data in our own tabs and generated documents from them.
  • We sent invoices using an email template and finally focused on task overviews and reported work in Evolio Power Reporting.

Use Evolio even better for the teamwork you’ve learned behind 40 minutes and we answered yours as well questions !

Take a look at the recording and don't forget to subscribe to our channel :)