Tech
Essential tips and systems from the Via Tech Team.
DocuSign Template Setup
Passwords & Security
Essential tips to keep your accounts and data secure
Password SecurityPro tips for using safe passwords.
LastPassPassword manager for secure storage of all your passwords.
Covenant EyesAccountability and filtering software for online integrity.
BackupsTips for backing up your data to prevent data loss.
Sensitive Information Sharing & Storage PolicyVia policies for transmitting and storing sensitive information.
Google Drive
Help with file sharing in Google Shared Drives
Viewing Google Groups Members
Google Shared Drives - File Organization InstructionsFile Organization for Creative and Tech Files in the Shared Drives
External Sharing in Google DriveHow to Share an item in Google Drive to a person outside of the CMM
Google Shared Drive Basics
Google Forms Job Aide
Changing your Google Doc Access Status to Commenter
Google Forms Add-Ons Job Aide
Google File For Desktop Installation
Update -- Google Drive Directory Structure
CMM Google Drive Template Job Aide
Tech FAQ
Go here to get setup with the most common Via Tech systems
Intercom
WrikeProject and task management software
Canva
Stamps.comPrint postage using Stamps.com
Download Videos From YouTube
Grasshopper Virtual PhoneJob Aide for Using Grasshopper
Tech Systems OverviewOverview of essential tech systems.
Connecting to WiFi at Via HQHow to connect to Via HQ WiFi
Mobile Phone SetupInstructions for setting up your mobile phone to access Via email and files.
Software & Purchases
Need Help?How to get help from the Via Tech team
Email Communications
Essential tips for using Gmail for email communications
Setting up a Secondary Email in your Google Email Account
Setting up Gmail on a Mac
Ministry Email Account
Email Signatures
Group Email Lists
Connect Email to HubSpotTrack emails sent through Gmail in HubSpot
HubSpot Email NewslettersSending mass emails to contacts in HubSpot
HubSpot ListsContacts filtered by specific properties
HubSpot Email for Self-Service Contact UpdatesSend an email to staff or others for the purpose of updating their information
Chat, Phone & Meetings
Tools for chat (WhatsApp, Slack, Teams) and meetings (Zoom, Teams)
WhatsApp
Zoom Video Conferencing
Slack
HubSpot CallingMake and receive phone calls using HubSpot
Text Messages with HubSpotTrack text messages in HubSpot
HubSpot ChatbotViewing and responding to a chatbot conversations in HubSpot
Google Chat Best Practices Job Aid
Google Chat Install Instructions