Webinars

We’re hosting a webinar series designed for new team members or anyone new to OneReg. These sessions will provide an overview of key features to help you get the most out of our platform.

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Upcoming Webinars

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Document Management in OneReg

Tips for organising and managing your documents efficiently.

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Forms Overview

Learn how to set up and connect forms in OneReg.

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Tasks and Triggers -

Harness the power of automation to streamline workflows.

Feb 19th, 2025

Document Management in OneReg  

  • Learn how to upload and digitise documents, making them easily accessible within OneReg.
  • Understand the different document controls (uncontrolled, versioned, and controlled) and when to use each.
  • Discover how to publish documents, update settings, and manage titles or details to keep records accurate and organised.
  • Explore how to set expiration dates and automate reminders to maintain compliance effortlessly.
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Feb 26th, 2025

Forms Overview 

  • How to create new forms and archive old ones.
  • How to build different workflows in forms.
  • How to connect two different forms using Look Ups.
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March 5th, 2025

Tasks and Triggers

  • Unlock the power of automation by setting up tasks and triggers in OneReg.
  • How to set up a task and trigger.
  • How to show this on a dashboard.
  • The difference between assigning a task to a team/role. 
REGISTER
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