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End User and SU training
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Structure of session
 
Structure
EDMS overview and benefits
Demonstration of the software
Super User Activity
Q&A
 
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EDMS Overview
 
E
lectronic 
D
ocument 
M
anagement 
S
ystem
 
Supplements existing Patricia document
handling
Enhanced features
Find what you need quickly and efficiently
Paperless office
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Auto
 
save
 
Full auto-save of email
Incoming and outgoing emails
Electronic record always up to date
Time saving
 
Allocation to cases based on various identifiers
Case No. / Matter ID supported
Subject parsed
Body of email parsed (x amount of lines)
 
OCR allocation
All PDF documents are OCR’d for auto allocation to cases
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Outlook Integration
 
Linked functionality
Outlook Interface
Patricia
EDMS system
 
Integration
Saved emails are marked with a ‘saved’ status
Case documents can be accessed
Case can be opened
Terms are visible from within Outlook
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Google Type Search
 
Full-text search function
Keyword search
Date searching
Document type
Search scope
 
Search activity
within each document
entire case document tree
PDF Image documents
undefined
 
Powerful preview
 
Generated preview of documents
 
Full email chain preview
Time saver
Preview email attachments
 
Flip through content
Hardcover-esque functionality
Support paperless office
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Versioning
 
Editing
Any edits creates new versions of document
No document changes are ever lost
 
Track previous versions
No need to access backup systems
 
Restore
Older versions of a document
Deleted documents
 
History available
All activity logged under history
Logs edits / updates / deletions
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Sign off
 
Secure digital signatures
Only signable by person responsible
Supports paperless office
 
Letter finalization
Create signed PDF letter
Digitally signed
Letter head applied
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Communication
 
Email sending functionality
Template setup
Recipients populated from case
Attachment from case integration
 
Attachments
Select single / multiple documents to send as
attachment
Use Word documents as email content
 
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Practical Demonstration
 
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DMS Architecture
 
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Practical Demonstration
 
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THANK YOU
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