The Complete Resource Your Team Needs to be Successful

Our one day summit will provide up to 6 CPE Credits.  Agenda will cover Setup, Basic Functions and Advanced Options of many areas of OfficeTools Workspace including Projects, Billing and Document Management. Workshops will give everyone an opportunity to ask questions and network with other users in an open forum.

Time Session Speaker
8:00AM-9:00AM Breakfast
9:00AM -9:30AM Introductions of Trainers and Attendees, Summit Overview
Meet your Trainer and Introduce yourself and your team!
9:30AM -10:30AM Tips & Tricks
Learn more about the basics, this is a great way opportunity to educate new staff on how Workspace works, and re-visit best practices for experienced users.
10:30AM -11:30AM Project setup
Setting up Projects correctly is important to having efficient and productive workflow, learn what you need to know in this session.
11:30AM -12:30PM Project Training
Now that your Projects are setup correctly, what are the best practices when using them? Let’s talk about it!
12:30PM -1:30PM Lunch
1:30PM-2:30PM Billing Setup
Not Billing in Workspace? Time to Review your options? Learn everything you need to know to get started and review your existing Setups.
2:30PM-3:30PM Billing Training
Time, Invoicing and Payments. Let discuss best practices and make sure we are billing as effectively as we can.
 3:30PM-3:45PM  Break
 3:45PM-4:45PM  Documents/Portal
Paperless workflow and delivery is just some of the topics covered in this session. We will also discuss esignatures and Kiosk functionality.
 4:45PM-6:00PM  Q & A
Still not clear on something? The floor is yours!

This schedule is not finalized, and is subject to change.

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