Wolters Kluwer Kleos Bruksanvisning

Wolters Kluwer Programvara Kleos

Läs nedan 📖 manual på svenska för Wolters Kluwer Kleos (54 sidor) i kategorin Programvara. Denna guide var användbar för 7 personer och betygsatt med 4.5 stjärnor i genomsnitt av 2 användare

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Sida 1/54

2 
 
Inhoud 
 
Deel 2 - Handboek voor gebruikers ................................................................................................... 3 
Inleiding. Wat is Kleos? ................................................................................................................. 4 
Dossierbeheer ............................................................................................................................... 5 
Identiteitbeheer ............................................................................................................................ 9 
Documentbeheer ........................................................................................................................ 11 
Documenten genereren .............................................................................................................. 15 
E-mailbeheer ............................................................................................................................... 16 
Installatie en configuratie van de Outlook-plug-in...................................................................... 18 
Agenda en taken.......................................................................................................................... 19 
Doorgeefluiken ............................................................................................................................ 20 
Termijnbeheer ............................................................................................................................. 22 
Activiteitenbeheer ....................................................................................................................... 23 
Facturatie en boekhouding ......................................................................................................... 26 
Basisrapporten ............................................................................................................................ 31 
Kleos Connect .............................................................................................................................. 32 
Kleos Mobile ................................................................................................................................ 39 
Jura .............................................................................................................................................. 40 
DPA .............................................................................................................................................. 45 
Toevoegen kosten ................................................................................................................... 45 
Configuratie voor DPA-diensten .............................................................................................. 46 
Autorisatie voor DPA-diensten ................................................................................................ 46 
Logboek voor DPA-diensten .................................................................................................... 47 
Rijksregister ............................................................................................................................. 47 
Insolventieregister (CBB) ......................................................................................................... 52 
 