DESCRIPTION: Explainer / Instructional Video on how to use the Apps on Tab.
Welcome to Piramal Retail Finance, TAB Journey. A powerful tool for all your business needs. For the executives on the move, knowing your tab well will keep you ahead and sorted at all times.
TABLE OF CONTENTS
Use these timestamps to directly jump to the topic you need.
FAMILIARISE WITH APPLICATIONS ON SCREEN
As you power up the TAB, this will be the main landing page. Here you will find all the power application loaded in the TAB.
1. Click on Salesforce App for directly Logging in.
2. Click on Wi-Fi Centre to connect to an available network or the internet
3. Click on the File Manager to store or organize your documents
4. Use Office Lens to scan multiple documents and convert them into a single PDF
5. Use Teams & Zoom App to connect and attend meetings
6. Use Adobe Acrobat to view or read documents
7. Click on Outlook to access your mail from anywhere
8. Use the Sure Fox app to browse the internet
LOGIN INTO THE SALESFORCE APP
Step 1. Click on the sales force app on your main screen
Step 2. Now click on “Use custom domain
Step 3. Enter pchf.lightning.force.com
Step 4. Click on ADFS-PCHFL
Step 5. Enter your assigned Piramal Username and Password
SETTINGS BEFORE WORKING WITH THE SALESFORCE APP
Once you have successfully logged into Salesforce.
Go to the Menu at extreme right bottom
Now click on app launcher
Among the multiple options – select Piramal Sales
SCAN AND SAVE DOCUMENTS AS PDF
On the main menu, click on office lens
Capture all the images by clicking the add icon
Select all the images and click, done
Rename the document and select the option to save as a PDF
CAPTURE IMAGES WITH CAMERA AT A REDUCED SIZE
Click on the camera icon on the main page
Now click on settings.
Change the resolution to 2 megapixels in the picture size pull-down to 4:3
Do not tamper with other settings
Go back to Office lens and capture image.
UPLOAD DOCUMENTS ON DRISHTI
In the document Checklist click on Upload Option
Here you have 2 options - camera and the file manager.
Click on camera to capture an image
Audiovisual created by Santanu Productions - A Premium Corporate Video Maker in Mumbai. For more information please visit - https://www.santanu.biz or email us at mail@santanu.biz
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