Each week we will be providing live training and Q&A sessions for all Centerbase clients. Be sure to register ahead of time and we’ll send a calendar invite right to your inbox!
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Thursday, July 29th, 2:00 p.m. CDT
Word & Email Templates
Join us for this week’s training on Thursday, July 29th at 2:00 PM CDT. In this week’s training, we will cover how to create a document template in Word and how to set up an email template inside of your Centerbase Admin Tool.
What we will cover in the training:
- Best practices on creating templates in Word
- Mass emailing out of Centerbase
- Setting up templates in the Windows Admin Tool
Thursday, August 5th, 2:00 p.m. CDT
Client Portal & Origination/Production Compensation
Join us for this week’s training on Thursday, July 29th at 2:00 PM CDT. In this week’s training, we will cover the Client Portal and Origination and Production Compensation in Centerbase.
What we will cover in the training:
- Client Portal Activation and Use
- Origination Setup
- Reporting for Compensation
Thursday, August 12th, 2:00 p.m. CDT
Day in the Life of a Timekeeper
Join us for this week’s training on Thursday, August 12th, at 2:00 p.m. CDT as we cover a Day in the Life of a Timekeeper.
We’re taking a step back from the technical side of things to focus on what timekeepers can expect from our features and some simple tricks to help them get the most out of Centerbase.
What we will cover in the training:
- 5 simple ways timekeepers can track more time
- Matter customization options
- “Wow factors” you may not know about