Monday, April 3rd – Sessions
o Welcome and Introduction (General Session) / Patricia® 2017 Release o Extended DMS o Reports Basic (BYOD) o Auto Document Docketing o Dashboard (BYOD)
o Patricia App 2.0 - How to get started o Reports Advanced (BYOD) o FAQ - Documents & Email setup o Advanced Batch (BYOD)
Tuesday, April 4th – Sessions
o FAQ - Maintenance o PCP SU Refresher (BYOD) o IP Review o Patricia App 2.0 - How to get started ?
o Cleaning Patricia o How to communicate with your clients ? o Data Comparison - Introduction (BYOD) o Upgrade Patricia / PCP
o Cleaning Patricia (BYOD) o Data Comparison Setup o Data Exchange (BYOD) o Patricia Tips & Tricks