1. End User and SU training

2. Structure of session Structure EDMS overview and benefits
Demonstration of the software
Super User Activity
Q&A

3. EDMS Overview Electronic Document Management System
Supplements existing Patricia document handling
Enhanced features
Find what you need quickly and efficiently
Paperless office

4. Auto save Full auto-save of email
Incoming and outgoing s
Electronic record always up to date
Time saving
Allocation to cases based on various identifiers
Case No. / Matter ID supported
Subject parsed
Body of parsed (x amount of lines)
OCR allocation
All PDF documents are OCR’d for auto allocation to cases

5. Outlook Integration Linked functionality Integration Outlook Interface
Patricia
EDMS system
Integration
Saved s are marked with a ‘saved’ status
Case documents can be accessed
Case can be opened
Terms are visible from within Outlook

6. Google Type Search Full-text search function Search activity
Keyword search
Date searching
Document type
Search scope
Search activity
within each document
entire case document tree
PDF Image documents

7. Powerful preview Generated preview of documents
Full chain preview
Time saver
Preview attachments
Flip through content
Hardcover-esque functionality
Support paperless office

8. Versioning Editing Track previous versions Restore History available
Any edits creates new versions of document
No document changes are ever lost
Track previous versions
No need to access backup systems
Restore
Older versions of a document
Deleted documents
History available
All activity logged under history
Logs edits / updates / deletions

9. Sign off Secure digital signatures Letter finalization
Only signable by person responsible
Supports paperless office
Letter finalization
Create signed PDF letter
Digitally signed
Letter head applied

10. Communication Email sending functionality Attachments Template setup
Recipients populated from case
Attachment from case integration
Attachments
Select single / multiple documents to send as attachment
Use Word documents as content

11. Practical Demonstration

12. DMS Architecture

13. Practical Demonstration

14. THANK YOU