Understanding “the Cloud”

Understanding “the Cloud” You hear the term everywhere, but what exactly is “the Cloud”? You may have found yourself wondering if the Cloud is really important, or if it’s just a way to promote the next new thing. Over the next several months, we’ll be explaining the world of the Cloud to you in a..





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Live Online Training – October 2014

Live, Online Training – October 2014 Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. Please visit the Webinar Schedule on our Remote Training & Collaboration Portal to choose a class that is convenient for you. Each of these courses is about 30 minutes long. The following is a list of courses..





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Differences between Wi-Fi and the Internet

Tech Tip: Differences between Wi-Fi and the Internet Wi-Fi and the Internet are often thought of as the same thing, but, in fact, they are very different. Knowing the difference can help you to understand why downloading speeds vary so much between your devices. Wi-Fi is a wireless alternative to network cables which are used..





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Taking Your First Steps with Twitter

Enhance Your Image with Twitter In our on-going series on using social media to enhance your business, we’ve covered developing your presence on LinkedIn and Facebook. We’ve saved Twitter for last for a reason. Many people find it difficult to understand how Twitter works, but with your experience using LinkedIn and Facebook, you should be..





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Remote Deposit Capture (RDC) Scanners Available from Rabobank

Banking Tip: Remote Deposit Capture (RDC) Scanners Available from Rabobank Does your office make multiple check deposits on a regular basis? If so, then you may want to consider using a Remote Deposit Capture (RDC) scanner from Rabobank. RDC scanners increase the security of deposits since checks never leave the trustee’s office. Scanning is quick and..





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Keep Your Accounts Secure and in Compliance by Signing W-9s Now

Banking Tip: Keep Your Accounts Secure and in Compliance by Signing W-9s Now BMS knows keeping your accounts secure and in compliance is important to customers like you. That’s why we continue to develop features that make account security and compliance easier to maintain. TrustWorks, CaseLink Office and CaseLink Web all include e-Sign, a feature that allows you..





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Use e-Sign in CaseLink Web to Sign and Submit W-9s to Rabobank

Banking Tip: Use e-Sign in CaseLink Web to Sign and Submit W-9s to Rabobank Signing and submitting W-9s to Rabobank can be done easily using the e-Sign feature in CaseLink Web. To use e-Sign: Go to the Global Toolbar and choose Banking > e-Sign W-9s from the drop down list. When the Electronic W-9 Signing window appears, it..





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Use e-Sign in TrustWorks or CaseLink Office to Sign and Submit W-9s

Banking Tip: Use e-Sign in TrustWorks or CaseLink Office to Sign and Submit W‑9s Signing and submitting W-9s to Rabobank can be done easily using the e-Sign feature in TrustWorks and CaseLink Office. To use e-Sign: Go to the menu bar at the top of the screen and select File > System Options. Under System Options, select the..





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Attracting People and Prospects

Maximizing Your Facebook Presence We showed you the basics of how to set up your Facebook business Page in our previous article on social media. Now we’ll be looking at more advanced uses of Facebook to magnify your business presence with potential clients. Creating Fans on Facebook Using Facebook effectively requires active participation on your..





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Take Action to Secure Your Banking Protocols

Banking Tip: Take Action to Secure Your Banking Protocols Confirm security challenge questions and verification phone number are current in TrustWorks and CaseLink for all users In order to increase the banking security of your estate funds, Rabobank has taken additional security measures to protect your accounts against fraud. They are enhancing their know your customer..





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