SUPPORTING FILES: PUG 2019
Saturday, April 6th – Sessions
o Patricia Collaboration Portal (PCP) - Super User Training
o Patricia Financial Training
Sunday, April 7th – Sessions
o Patricia Training - Batch Set Up
o Use of SQL in Patricia
o Patricia 6.0
Monday, April 8th – Sessions
o Welcome and Introduction / Patricia® 5.9 , NEXT, DMS 2.0 - Part 1
o Welcome and Introduction / Patricia® 5.9 , NEXT, DMS 2.0 - Part 2
o Extended DMS SU Training
o Basic Reports
o Auto Document Docketing Including Possible Automation
o Best Practice Annuity Setup Including Instructions Viewer
o Data Comparison - TM View and OPS
o Reports, Advanced Including Dashboards
o Advanced Batch
o Cost Estimation, Budget List
Tuesday, April 9th – Sessions
o Financial Advanced
o PCP with Industry Focus
o Tips & Tricks
o Name & Address Information Including Batch Changes
o Maintenance BC Values
o Inventor Remuneration
o Documents Including Email Setup
o Country & Law Focus Including DM Setup with Conditions
o PCP with IP Practice Focus
o EDMS From a Technical Point of View Including How to Upgrade