Blended Learning 

Training Course: Managing SureClose 

These 1-day blended learning sessions include both live, instructor-led webinars and review questions. Some also include practice exercises or additional learning resources such as quick reference cards, or chapters from the SureClose Administrator's Training Guide. By completing these sessions, you will be one step closer to learning how to proficiently manage SureClose. 

Training Schedule

A different session is offered each day of the week. Refer to the schedule below to determine the date and time of your session.

 Monday Tuesday Wednesday Thursday Friday
AM: 10:30 - 11:30 AM: 10:30-11:30 AM: 10:30-11:30 AM: 10:30-11:30 AM: 10:30-11:30
Using the Basic Interface - Live Webinar Creating Mail Merge Templates - Live Webinar Creating SmartPDF Forms - Live Webinar Template Management - Live Webinar Site Administration - Live Webinar
Self-paced Learning Self-paced Learning Self-paced Learning Self-paced Learning Self-paced Learning
Complete practice exercise and review questions Review additional learning resource and complete review questions Review additional learning resource and complete review questions Complete practice exercise and review questions Complete practice exercise and review questions

 

Training Content

At the end of your session webinar, walk through the practice exercise, or review the additional learning resource and then complete the review questions. Review questions must be completed in order to receive credit for the session. Your instructor will notify you via e-mail when your answers are received and you have successfully completed the session. When ready, click the appropriate links below to begin.

Session 1: Using the Basic Interface

Practice exercise
Review questions
30 min.
30 min.
Begin practice exercise 
Begin review questions

Session 2: Creating Mail Merge Templates

Additional learning resource

Review questions
30 min.

30 min.
Learn about mail merge templates
Begin review questions

Session 3: Creating SmartPDF Forms

Additional learning resource
Review questions

30 min.
30 min.

Learn about SmartPDF Forms
Begin review questions

Session 4: Template Management

Practice exercise
Review questions
30 min.
30 min.
Begin practice exercise 
Begin review questions

Session 5: Site Administration

Practice exercise
Review questions
30 min.
30 min.
Begin practice exercise 
Begin review questions

 

 

  

 

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