SUPPORTING FILES: PUG 2018
Saturday, April 14th – Sessions
o Patricia Collaboration Portal - Super User Training
Sunday, April 15th – Sessions
o Patricia Financial Training
o Patricia Batch Training
o Patricia Batch Parties Training
Monday, April 16th – Sessions
o Patricia 5.8 Overview
o Patrix 2018 Road Map
o Documents - Frequently Asked Questions
o Document Docketing
o DMS 2018 Roadmap
o Extended DMS
o Patricia Basic Reports
o Patricia Advanced Reports & Dashboards
o Data Comparison - TM View & OPS
Tuesday, April 17th – Sessions
o Maintenance - Frequently Asked Questions
o PCP - Industry Focused
o PCP - Law Firm Focused
o Patricia App
o Patricia - Free Text Search
o Inside EDMS - A Technical View
o Patricia - Next Generation
o Intake of New Portfolio & Invoices
o How to Train New Patricia Users
o How to Maintain Patricia Knowledge in Your Organization
o Maintaining Patricia Knowledge (HS)
o Maintaining Patricia Knowledge (VS)
o General Data Protection Regulation (GDPR)