New Features 9.0: Showcases the new CM 9.0 features.
Did You Know?: Learn a variety of hidden tips and tricks for using CM.
Making the Most of your Documents: Using PS Comments, formulas, scripts, etc.
Using FnScripts: A detailed session on using FnScripts with your every day work in CM
F.L.E. and E.F.L.E.: Using and setting up our Field Level Events [FLE] and our EDI Field Level Events [EFLE]
CM EDI and Entering Judgment: Learn to enter Judgment using CM EDI
Automating Financials and Advanced AutoPost: Learn how to automate your financial processes and advanced Auto Post tips.
Secure Data and Admin Tools: How to secure and lock down your CM data by moving it to another drive
My client wants me to…?: Discussion on a list of common tasks that clients ask of firms and our tips and advice on how to accomplish them.
CM for IT: IT departments can learn how to get a better understanding of troubleshooting and maintenance in CM.
Understanding and Using the 3-2 Reports: Setting up and using the 3-2 report and its tools for calculations when printing to Excel
Matrix Setup and Troubleshooting: A comprehensive session on setting up and maintaining your EDI matrix
CM EDI: A comprehensive look at CM EDI