Free 3-Part Webinar Series - Cradle to the Grave: Using Microsoft 365 for Your Information Lifecycle Management Needs

Join us for this informative 3-part webinar series on
Wednesday, January 25/March 22/May 17, 2023
2:00-2:45 pm EST (GMT-4)

1 pm CST; 12 pm MST; 11 am PST
7 pm British Time (GMT+1); 8 pm Central Europe Time (GMT +2)

If you're unable to attend the live event, register and we will send you the replay shortly after the webinar ends*

*If you register for 1, you register for all 3. Sign up today!

Part 1: Maximizing Templates, eSignatures, and Automated Reminders

Watch the webinar replay here


Part 2: A Forms and Document Capture Solution in Microsoft 365? Say What??

Pick any important process, and you can bet that there is at least one document at the heart of the workflow. Indeed, activities like loan origination, customer case management, accounts payable, or employee onboarding all rely on documents and forms to get the job done. How well we manage this content has a direct influence on how well the people and processes within our organization perform.

In this webinar, we will examine the power of new AI-assisted forms and document capture features within Microsoft 365. Join our guest experts from Cadence Solutions for an in-depth demonstration of Microsoft Syntex, a service that uses advanced content artificial intelligence and machine learning to provide an end-to-end intelligent document processing solution. We will learn how to:

  • Perform Field Capture on forms, invoices, receipts, and more
  • Generate documents on mass with Content Assembly
  • Utilize Syntex for legacy repositories to classify, tag, and migrate content

Join us as we explore how to automate content-based processes – capturing the information in business documents to extract, analyze, and categorize the data.


Part 3: Records Management Out-of-the-Box with M365 – Myth or Reality

Effective records management is a must for organizations to manage the regulatory, legal, and operational requirements for business-critical records and content. Now, more than ever, it’s critical for organizations to have a modern records management program in place. As the creation of infinite amounts of information continues to increase and regulatory laws evolve, good records management becomes only more imperative.

And we’re here to say that records management in M365 is no myth – it’s a reality! In this webinar, we will examine MS Purview’s capabilities and demonstrate that it is possible to have a complete records management program out-of-the-box.

Join our guest experts from Cadence Solutions for an educational session on Records Management showing:
  • Creation of Retention Labels via the Compliance Center File Plan 
  • Auto Applying Records Retention to SharePoint Content 
  • Performing a Disposition with Review 
  • Tips and tricks for records management in M365 without 3rd Party Add-ons
Be a part of the discussion as we explore real-world records management techniques within M365.

Each webinar is approved for 1.0 hours of CIP Maintenance Credits.


Speakers for this event

Kevin Craine

Host: Kevin Craine, MBA
Content Strategist

Jordan Cadence Solution

Jordan Uytterhagen
Managing Director
Cadence Solutions




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