Â鶹AV

Event

CMS 506 - D2 for Legal records

Monday, May 13, 2024 13:30to15:00
Sherbrooke 688 Room 423, 688 rue Sherbrooke Ouest, Montreal, QC, H3A 3R1, CA

Target Audience:ÌýThis workshop is intended for Legal Services, who will use the Â鶹AV Content Management System, Documentum D2, to create, store and update legal files, and as a document repository and collaboration tool.
Prerequisites:ÌýCMS 505 (currently restricted to Â鶹AV Legal Services staff)
Duration:Ìý1.5 hours
Course format:Ìý°Â´Ç°ù°ì²õ³ó´Ç±èÌý
Course material:ÌýThe course material is restricted to Legal Services staff and will be distributed at the training session. Printed exercises will also be distributed at the course.

This hands-on workshop provides the main features of Â鶹AV’s Content Management System, Documentum D2 tailored for Â鶹AV’s Legal Case Management. The following features are covered:

  • Legal Services roles
  • Legal Workspaces and widgets
  • Create a legal case file
  • Update a legal case file
  • Create a folder in a legal case file
  • Attach documents to a legal case file
  • Legal Search templatesÌý
  • Legal Services groups and permissionsÌý
  • Change legal file privacyÌý

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To view the schedule:ÌýCMS Training Schedule

To register:Ìý

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