K2's Road to Excellence with Outlook - Part 1
and Wolters Kluwer, iFirm Portal
Tuesday December 11, 2018 at 12.00pm ET

This is the first in a series of sessions on Microsoft Outlook that will provide you with the information you need to become more proficient in using this powerful communication tool.

Microsoft Outlook is the most utilized business application in the world today, but for many users dealing with Outlook is the most frustrating part of their day. This session is designed to help Outlook users better organize and manage their email communications. It contains coverage on how to reduce e-mail interruptions, triage the Inbox rapidly, find related messages quickly and easily, organize the Inbox with folders, categories, and rules, and use drag-and-drop to create new tasks and appointments. The information provided in this session will ease your frustration and improve your productivity in using Microsoft Outlook.

Learning Objectives

  • Identify related messages quickly and easily using Conversation View
  • Create Quick Steps to automate routine, recurring processes
  • Employ drag-and-drop to create new appointments, tasks, or contacts from email messages
  • Use folders and categories to organize the Inbox
  • Apply rules to automate the process of filing email messages
  • Describe how AutoArchive automates the process of cleaning the Inbox


Power of Portal
CCH iFirm® Portal allows you to communicate with clients easily and securely, on a contemporary platform that boosts efficiencies across the board. From simple document sharing to detailed collaboration, there’s never been a more secure way to communicate with clients. Join us for this informative webinar to learn how CCH iFirm Portal can automate the ultimate client experience.

Learning Objectives

  • Security of today’s portal and what you need to ask
  • Evolution of portals
  • Client engagement and experience
  • Portal integration
Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

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