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Wolters Kluwer Kleos - 2017 Manual

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Deel 1 - Aan de slag ........................................................................................................................... 6
Installatie ....................................................................................................................................... 7
Configuratie van het bureaublad .................................................................................................. 9
Basisconfiguratie van het Kantoor .............................................................................................. 12
De eerste stappen met Kleos ...................................................................................................... 14
Mijn eerste dossier ...................................................................................................................... 18
Deel 2 - Handboek voor gebruikers ................................................................................................. 20
Inleiding. Wat is Kleos? ............................................................................................................... 21
Dossierbeheer ............................................................................................................................. 22
Identiteitbeheer .......................................................................................................................... 26
Documentbeheer ........................................................................................................................ 28
Documenten genereren .............................................................................................................. 32
E-mailbeheer ............................................................................................................................... 33
Installatie en configuratie van de Outlook-plug-in...................................................................... 35
Agenda en taken.......................................................................................................................... 36
Doorgeefluiken ............................................................................................................................ 37
Termijnbeheer ............................................................................................................................. 39
Activiteitenbeheer ....................................................................................................................... 40
Facturatie en boekhouding ......................................................................................................... 43
Basisrapporten ............................................................................................................................ 48
Kleos Connect .............................................................................................................................. 49
Kleos Mobile ................................................................................................................................ 56
Jura .............................................................................................................................................. 57
DPA .............................................................................................................................................. 62
Toevoegen kosten ................................................................................................................... 62
Configuratie voor DPA-diensten .............................................................................................. 63
Autorisatie voor DPA-diensten ................................................................................................ 63
Logboek voor DPA-diensten .................................................................................................... 64
Rijksregister ............................................................................................................................. 64
Insolventieregister (CBB) ......................................................................................................... 69
Deel 3 - Handboek voor beheerders ............................................................................................... 72
Configuratie van Kleos-accounts en -profielen ........................................................................... 73
Configuratie van extra velden ..................................................................................................... 75
Configuratie van e-mail ............................................................................................................... 77
Configuratie van de sjablonen/modellen .................................................................................... 78
Configuratie van activiteiten en facturatieonderdelen ............................................................... 80
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