2
Inhoud
Deel 2 - Handboek voor gebruikers ................................................................................................... 3
Inleiding. Wat is Kleos? ................................................................................................................. 4
Dossierbeheer ............................................................................................................................... 5
Identiteitbeheer ............................................................................................................................ 9
Documentbeheer ........................................................................................................................ 11
Documenten genereren .............................................................................................................. 15
E-mailbeheer ............................................................................................................................... 16
Installatie en configuratie van de Outlook-plug-in...................................................................... 18
Agenda en taken.......................................................................................................................... 19
Doorgeefluiken ............................................................................................................................ 20
Termijnbeheer ............................................................................................................................. 22
Activiteitenbeheer ....................................................................................................................... 23
Facturatie en boekhouding ......................................................................................................... 26
Basisrapporten ............................................................................................................................ 31
Kleos Connect .............................................................................................................................. 32
Kleos Mobile ................................................................................................................................ 39
Jura .............................................................................................................................................. 40
DPA .............................................................................................................................................. 45
Toevoegen kosten ................................................................................................................... 45
Configuratie voor DPA-diensten .............................................................................................. 46
Autorisatie voor DPA-diensten ................................................................................................ 46
Logboek voor DPA-diensten .................................................................................................... 47
Rijksregister ............................................................................................................................. 47
Insolventieregister (CBB) ......................................................................................................... 52