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Agenda

Click the individual zoom links for the sessions you would like to attend. For those wanting to become certified, all sessions are required. Please reach out to [email protected] with any questions.

Getting Started

For new users or those looking for a refresher on the basics, this session will cover the essentials such as system navigation, searching, case creation, and Dashboard configuration.

When

Wednesday June 1st

12 – 1:30pm ET

Consultations and Client Intake

Implement effective client intake using our Consultation and data collection tools, and explore our optional Mobile Intake solution.

When

Wednesday June 1st 

3 – 4:30pm ET

Questionnaires & Document Collection

Collect client information needed for forms using our electronic Questionnaires, and received documents securely from your clients with our easy-to-use FN portal.

When

Thursday June 2nd 

12 – 1:30pm ET

Case Management Tools

Keep track of your cases by logging important events using Activities, inputting Receipts, adding Case Notes, and creating Reminders for important deadlines or status expirations.

When

Thursday June 2nd 

3 – 4:30pm ET

Form Preparation

Leverage the relational database of Edge to automatically populate your forms, and securely send forms to clients using the FN Portal. Learn trips and tricks to avoid common mistakes when drafting forms, and ensure your forms are done right the first time.

When

Friday June 3rd 

12 – 1:30pm ET

Visa Priority Tracking & Dependent Management

Take advantage of the integration with the Visa Bulletin by having Edge keep track your client’s Visa Priority date for your, and learn how to properly set up and manage cases for dependents.

When

Friday June 3rd 

3 – 4:30pm ET

Office Integrators & Document Templates

Log important client emails in Edge using our Microsoft Outlook add-on, easily draft supporting letters using our Microsoft Word add-on, and

When

Monday June 6th 

12 – 1:30pm ET

Case Status & Expiration Reports

Gain key insights in to case status, and monitor client status and expirations, using the powerful Reporting module. Create custom reports from a vast selection of columns and filters, and quickly generate new report templates using the Duplicate feature.

When

Monday June 6th 

3 – 4:30pm ET

System Administration & Customization (Part 1)

Learn how to manage system users, organizational information and settings, and make the system your own by creating custom Process Types, Activities, Required Documents, Questionnaires, and more.

When

Tuesday June 7th 

12 – 1:30pm ET

System Administration & Customization (Part 2)

Learn how to manage system users, organizational information and settings, and make the system your own by creating custom Process Types, Activities, Required Documents, Questionnaires, and more.

When

Tuesday June 7th 

3 – 1:30pm ET

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