SUPPORTING FILES: PUG 2017
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