Welcome to the December Tricks of the Trade webinar!
description
Transcript of Welcome to the December Tricks of the Trade webinar!
![Page 1: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/1.jpg)
Welcome to the December Tricks of the
Tradewebinar!
![Page 2: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/2.jpg)
From brochures to booklets, From charts to checklists,
From flyers to forms,There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a
Tricks of the Trade email and hold this companion webinar, to highlight
key documents that will make your job easier!
What is Tricks of the Trade?
![Page 3: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/3.jpg)
What is Tricks of the Trade?
![Page 4: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/4.jpg)
What is Tricks of the Trade?
![Page 5: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/5.jpg)
What is Tricks of the Trade?Check out all our Tricks of the Trade webinar
presentations and newsletters: http://cuanswers.com/tricks_of_trade.php
![Page 6: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/6.jpg)
Focus of This Month’s Webinar:Collections Documentation
Today we’ll be looking at some collections documentation you won’t want to miss!
![Page 7: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/7.jpg)
Insert an arrow next to your snowman.Ice Breaker
Snowman with buttonsSnowman on the beach
Funny arm snowman Snowman with a stickBaby snowman
Looking really
cute snowman
![Page 8: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/8.jpg)
Please follow along in this webinar while I show you how to find this brochure.
Collections Documentation
![Page 9: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/9.jpg)
Collections Documentation Plus
![Page 10: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/10.jpg)
Collections Documentation
![Page 11: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/11.jpg)
Fun FactHow many Tricks of the Trade newsletters have there been? What number is the collections documentation issue?
Insert an arrow in the box with the correct answer.
187 25
Collections Documentation
![Page 12: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/12.jpg)
25Source: The Tricks of the Trade page:
http://www.cuanswers.com/tricks_of_trade.php
Fun Fact AnswerCollections Documentation
![Page 13: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/13.jpg)
Great job! You’ve won a trip to Florida and a week on
the beach!
Fun Fact PrizeCollections Documentation
![Page 14: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/14.jpg)
Collections Documentation Plus
![Page 15: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/15.jpg)
Collections Documentation Plus
![Page 16: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/16.jpg)
Collections Documentation
![Page 17: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/17.jpg)
Collections Documentation
![Page 18: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/18.jpg)
Collections Documentation
![Page 19: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/19.jpg)
Collections Documentation
![Page 20: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/20.jpg)
Collections Documentation
![Page 21: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/21.jpg)
Collections Documentation
![Page 22: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/22.jpg)
Collections Documentation
![Page 23: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/23.jpg)
Collections Documentation
![Page 24: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/24.jpg)
What is the name of the Show Me the Steps topic that is linked to from this booklet?Insert an arrow in the bubble with the right answer.
BBankruptcy
Tools
AHandling
Bankruptcy A to Z
CShow Me the
Steps
Pop QuizCollections Documentation
![Page 25: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/25.jpg)
Pop Quiz AnswerAnswer A
Handling Bankruptcy A to Z
Collections Documentation
![Page 26: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/26.jpg)
Bravo! The Writing
Team says you are # 1!
Pop Quiz PrizeCollections Documentation
![Page 27: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/27.jpg)
How do I get to CU*BASE Help?
![Page 28: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/28.jpg)
How do I get to CU*BASE Help?
![Page 29: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/29.jpg)
How do I get to CU*BASE Help?
![Page 30: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/30.jpg)
How do I get to CU*BASE Help?
![Page 31: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/31.jpg)
How do I get to CU*BASE Help?
![Page 32: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/32.jpg)
What is the quickest way to access CU*BASE online help for a single screen? (This used to be Learn about this Feature.)
Click the question mark buttonClick the Information
button
Insert an arrow in the square with the right answer.
Pop QuizHow do I get to CU*BASE Help?
![Page 33: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/33.jpg)
The Information button
Pop Quiz Answer
How do I get to CU*BASE Help?
![Page 34: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/34.jpg)
Pop Quiz PrizeHow do I get to CU*BASE Help?
Excellent! You’ve won a
spa set!
![Page 35: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/35.jpg)
How do I get to Show Me the Steps?
![Page 36: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/36.jpg)
How do I get to Show Me the Steps?
![Page 37: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/37.jpg)
How do I get to Show Me the Steps?
![Page 38: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/38.jpg)
How do I get to Show Me the Steps?
![Page 39: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/39.jpg)
What is one way to access Show Me the Steps help from CU*BASE?
Click the question mark buttonClick the Information
button
Insert an arrow in the square with the right answer.
Pop QuizHow do I get to Show Me the Steps?
![Page 40: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/40.jpg)
The Question Mark button
Pop Quiz Answer
How do I get to Show Me the Steps?
![Page 41: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/41.jpg)
Pop Quiz PrizeHow do I get to Show Me the Steps?
Excellent! You’ve won a
box of yummy
chocolates!
![Page 42: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/42.jpg)
Handling Bankruptcy A to Z
![Page 43: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/43.jpg)
Handling Bankruptcy A to Z
![Page 44: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/44.jpg)
Handling Bankruptcy A to Z
![Page 45: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/45.jpg)
Handling Bankruptcy A to Z
![Page 46: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/46.jpg)
Handling Bankruptcy A to Z
![Page 47: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/47.jpg)
Other Collections Documentation
![Page 48: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/48.jpg)
Other Collections Documentation
![Page 49: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/49.jpg)
Other Collections Documentation
![Page 50: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/50.jpg)
Other Collections Documentation
![Page 51: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/51.jpg)
Other Collections Documentation
![Page 52: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/52.jpg)
December Documentation
![Page 53: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/53.jpg)
December Documentation
![Page 54: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/54.jpg)
TakeawaysOn the whiteboard:Write down your most valuable takeaway from today’s webinar.
Webinar Wrap-Up
![Page 55: Welcome to the December Tricks of the Trade webinar!](https://reader038.fdocuments.us/reader038/viewer/2022110214/56816206550346895dd22bf2/html5/thumbnails/55.jpg)
Thank you for attending the December Tricks of the Trade
webinar!For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar:
O http://cuanswers.com/pdf/cb_ref/Documentation_Tricks_of_the_Trade25.pdf
O http://www.cuanswers.com/pdf/cb_ref/bankruptcy_tools.pdf
O http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Handling_a_Bankruptcy_from_A_to_Z.htm
See you at next month’s Tricks of the Trade webinar!