Stunning Slide Deck Images Collection

End User and SU training

Structure of session

Structure

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EDMS overview and benefits

•

Demonstration of the software

•

Super User Activity

•

Q&A

EDMS Overview

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E

lectronic 

D

ocument 

M

anagement 

S

ystem

•

Supplements existing Patricia document

handling

–

Enhanced features

–

Find what you need quickly and efficiently

–

Paperless office

Auto

save

•

Full auto-save of email

–

Incoming and outgoing emails

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Electronic record always up to date

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Time saving

•

Allocation to cases based on various identifiers

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Case No. / Matter ID supported

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Subject parsed

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Body of email parsed (x amount of lines)

•

OCR allocation

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All PDF documents are OCR’d for auto allocation to cases

Outlook Integration

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Linked functionality

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Outlook Interface

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Patricia

–

EDMS system

•

Integration

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Saved emails are marked with a ‘saved’ status

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Case documents can be accessed

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Case can be opened

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Terms are visible from within Outlook

Google Type Search

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Full-text search function

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Keyword search

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Date searching

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Document type

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Search scope

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Search activity

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within each document

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entire case document tree

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PDF Image documents

Powerful preview

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Generated preview of documents

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Full email chain preview

–

Time saver

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Preview email attachments

•

Flip through content

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Hardcover-esque functionality

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Support paperless office

Versioning

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Editing

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Any edits creates new versions of document

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No document changes are ever lost

•

Track previous versions

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No need to access backup systems

•

Restore

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Older versions of a document

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Deleted documents

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History available

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All activity logged under history

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Logs edits / updates / deletions

Sign off

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Secure digital signatures

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Only signable by person responsible

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Supports paperless office

•

Letter finalization

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Create signed PDF letter

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Digitally signed

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Letter head applied

Communication

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Email sending functionality

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Template setup

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Recipients populated from case

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Attachment from case integration

•

Attachments

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Select single / multiple documents to send as

attachment

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Use Word documents as email content

Practical Demonstration

DMS Architecture

Practical Demonstration

THANK YOU