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2016 Power User Workshop Agenda

Day 1 Thursday, October 20th, 2016

Time Session
9:00am – 9:30am Introduction
  • Cynthia Rodriguez, Implementation and Training Manager
  • Ryan Kelly, President
  • John Fay, Vice President and General Counsel
9:30am – 10:15am Power User Core
Case Management Best Practice Using

  • Activities
  • Case Notes
  • Reminders
  • SureMessaging
10:15am – 10:30am Break
10:30am – 11:30am Power User Core
Best Practice for:

  • Data Management
  • Managing Dependent Data
  • Preparing the Application
11:30am – 11:45am Break
11:45am – 12:30pm Power User Core
Best Practice for Data Management Using Reports

  • Basic Reports
  • Interactive Reports
12:30pm – 1:30pm Lunch
1:30pm – 2:45pm Developer for a Day Activity
  • Group Activity

2:45pm – 3:00pm Break
3:00pm – 4:00pm Developer for a Day Training Topics
  • This session will further discuss D4D proposed features
4:00pm – 6:00pm Reception

Day 2 Friday, October 21th, 2016

Time Session
9:00am – 10:15am Advanced / Intermediate Tracks
Advanced Track: Make the System Yours: Process Customization

  • Process
  • Standard Activities
  • Enhanced Activities
  • Required Docs
  • Questionnaires
  • Forms
  • Custom Fields
Intermediate Track: Best Practice for

  • Process Management
  • Using Case Notes
  • Using Reminders
10:15am – 10:30am Break
10:30am – 11:30am Advanced / Intermediate Tracks
Advanced Track: Advanced System Features and Settings

  • Advanced Administrative Settings
  • Personalizing the Interface
  • Company Grouping
  • Outlook and Word Integrators
  • Expiration Dashboard
  • Ephox FN Summary
  • Web Tools and New Mobile Intake
Intermediate Track

  • Personalizing the Interface
  • Navigating Ondocs like a Pro!
  • Secure Communication using SureMessaging
  • Centralize Communication with the Outlook Integrator
  • Monitor Prior Dates Using the Visa Tracking Feature
  • Contact Tracking Using the Address Book
11:30am – 11:45am Break
11:45am – 12:30pm Break Out Sessions
  • Company Module, HR Portal Setup and New HR Request Feature
  • Managing Consultations, Custom Data Tracking and FN Portal Setup
12:30pm – 1:30pm Lunch
1:30pm – 2:30pm Panel: Creative Client Communication
2:30pm – 2:45pm Break
2:45pm – 3:30pm Q&A Panel with LawLogix Staff
3:30pm – 3:45pm Closing Remarks