This page presents two Advanced Modeller training recordings presented in 2023.
The first training session deals with advanced configuration using Modeller, highlighting core features, and was presented in October 2023 and covers the following:
| Timestamp | Topic |
|---|---|
| 00:00 | Introduction |
| 05:30 | Feature categories |
| 08:42 | Feature spotlight |
| 12:11 | Core case features |
| 14:48 | Bulk reassign |
| 20:24 | Litigation |
| 24:35 | Inactivity tracking |
| 26:52 | Comments |
| 28:19 | Calendar sync |
| 31:53 | User interface simplification (user elements) |
| 34:32 | Tailoring the home page |
| 36:14 | Create a new portal page (workbench portal) |
| 43:32 | Simplify the UI in a matter |
| 47:20 | Chronology |
| 52:27 | Tasks and lists |
| 01:03:55 | Document expectation widget |
| 01:04:31 | Drafting plan widget |
| 01:05:02 | Multiple list view count aggregator |
| 01:12:59 | Menus - quick links and simplification |
| 01:21:27 | Form aggregator |
| 01:21:50 | Summary |
The following training video was recorded on June 27, 2023, and covers the following:
- Workflow
- Using if clauses
- Using key dates
- Automatic document generation
- Automatic email generation
- New workflow blocks
- Key dates
- User interface
- Form aggregator
- SOW screens
- New screens and views
- New notification features
- Diagnostics
- Search indexes
- Event engine
- Inbound email
- Scorecards
- DPA check
- Key facts widget