welcome to the december tricks of the trade webinar!

Welcome to the December Tricks of the

Tradewebinar!

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?

What is Tricks of the Trade?

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

http://cuanswers.com/tricks_of_trade.php



Focus of This Month’s Webinar:Collections Documentation

Today we’ll be looking at some collections documentation you won’t want to miss!

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

Please follow along in this webinar while I show you how to find this brochure.

Collections Documentation

Collections Documentation Plus

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


25Source: The Tricks of the Trade page:

http://www.cuanswers.com/tricks_of_trade.php

Fun Fact AnswerCollections Documentation





Great job! You’ve won a trip to Florida and a week on

the beach!

Fun Fact PrizeCollections Documentation

Collections Documentation Plus

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

Pop Quiz AnswerAnswer A

Handling Bankruptcy A to Z


Bravo! The Writing

Team says you are # 1!

Pop Quiz PrizeCollections Documentation

How do I get to CU*BASE Help?

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?

The Information button

Pop Quiz Answer

How do I get to CU*BASE Help?

Pop Quiz PrizeHow do I get to CU*BASE Help?

Excellent! You’ve won a

spa set!

How do I get to Show Me the Steps?

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?

The Question Mark button

Pop Quiz Answer

How do I get to Show Me the Steps?

Pop Quiz PrizeHow do I get to Show Me the Steps?

Excellent! You’ve won a

box of yummy

chocolates!

Handling Bankruptcy A to Z

Other Collections Documentation

December Documentation

TakeawaysOn the whiteboard:Write down your most valuable takeaway from today’s webinar.

Webinar Wrap-Up

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!

http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Handling_a_Bankruptcy_from_A_to_Z.htm

















welcome to the december tricks of the trade webinar!

Documents