Overview
This course is specifically for people who will maintain the settings for the organisation. This course will provide the attendees with the necessary knowledge, to maintain users and manage the settings for the system.
Agenda:
Company settings overvier
Risk assessment settings
How electronic signatures work
Branch settings and variable explanations
Client defaults and system settings
Departments and Categories
User settings, access, permissions, and security profiles
Application paths and variable mappings
System integrations to third parties
Contacts one vs many allowed
Advanced settings:
Importing and exporting menus and screens
Matter management
Matter variable reports
Variable lists export
Understanding Rates and Rate Tables.
All courses can be tailored to suit individual requirements if necessary. Please contact the training department to discuss your needs in more detail.
Prerequisites
Attendees must have completed the Access Legal Case Management general user training course. Although not essential on the day, access to the config. requires a Citrix licence and login.
Course duration
The course duration is of one day.
How to book this training
You can use your FlexPoints to book from our Services Catalogue or reach out to your Account Manager who will be able to assist with your request.