Objectives

• Consulting tailored to focus on your firm's IT staff. These sessions outline the critical role that IT plays in the successful implementation of your Document products.

Topics

• Environmental review
• Client import and data analysis
• Installing and configuring the application
• Functionality testing
• IT and Admin training

Attendees

• IT personnel

CPE

• No CPE certificate(s)

Prerequisites

• Read Policies
• Network experience

Objectives

• Consulting designed to ensure that your Document implementation accommodates your firm's workflow, embedded cultural behaviors, and any legal requirements relating to your quality controls. This course is crucial for successful implementation.

Topics

• Developing best practices for each department
• Identifying procedures to maximize integration points with other applications
• Determining standards for Classes and Subclasses
• Customizing system settings to meet firm needs

Attendees

• Document Champions team

CPE

• CPE certificate(s) included
  • Up to 15 (1-on-1)
• Specialized Knowledge and Applications-4 or 8 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies

Objectives

• Provide your company with a full understand of how to use your new Document product. Course includes hands on computer training.

Topics

• Understanding the user interface
• Accessing and searching files
• Scanning, adding and editing files
• Sorting, grouping, and filtering documents
• Using online discussion features
• Emailing files using Microsoft integration

Attendees

• Entire staff

CPE

• CPE certificate(s) included
  • 1 per attendee (MTS)
  • Up to 15 (1-on-1)
• Specialized Knowledge and Applications-4 credits
• $50 per additional CPE certificate requested (1-on-1)

Prerequisites

• Read Policies