Event Details

August Client Training: Electronically Assembling & Distributing your Quarterly Reports

Tuesday, August 3rd at 11am EST

Revolutionize the production of your quarterly reports!

Learn how the newly redesigned Merge Tool will let you:

1) Memorize EquityWorks reports into a "bundle"
2) Mix-in other document types (like cover letters in MS Word or portfolio company profiles in MS Excel)
3) Set parameters (like end date, valuation type)
4) Generate bundled PDFs of your Quarterly Reports (that have a Table of Contents with bookmarks to each page)
5) Send your quarterlies out via email, or
6) Post PDFs to your LPs' Web-based Reporting folders

You will never have to hand-collate Quarterly Reports again!

Date:	Tuesday, August 3, 2010
Time:	11:00 am to 12:00 pm EST
Location:	EW v6.5 Release