Optimy Smart Webinar Series | How to deploy a smarter budget & document management process?

Welcome to the first edition of our Smart Webinar Series for Optimy users! During this 45min webinar we will focus on how to manage your budgets and documents in a smarter way.
Expect to gain practical insights on how to:

  • Organize your payments
  • Track and manage multi-currency money transfers
  • Report on budget usage
  • Use document templates and mail merge functionality
  • Leverage the Docusign integration to facilitate document signing and tracking

We will highlight our presentation with concrete and diverse use cases.

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