Simon presents a beginner overview of ShareDo in this training, recorded on the 25th of July, 2024.
Topic timestamps:
00:00 Introduction
02:12 Agenda
04:33 Our journey so far.
06:06 What's in the box?
10:12 Solution accelerators.
14:23 Demo - training site.
15:53 Workbench / Home screen.
17:43 Top Nav - logo/search bar.
19:48 Top Nav - Launchpad (including Admin/Doc Admin/Modeller)
22:01 Top Nav - My Cases.
22:50 Top Nav - Help menu/Knowledge Base site.
24:57 Top Nav - Time entries.
25:17 Top Nav - Notifications.
27:25 Top Nav - My profile.
29:42 Left Nav - My Worklist.
31:27 Left Nav - Team Worklist.
32:15 Left Nav - Portfolios and list views.
34:18 Left Nav - List views - export data.
34:37 Left Nav - more options.
35:19 Navigation / Blades / Portals.
37:35 Action plan / call to action.
38:50 Portal view for a matter.
39:48 Menu ribbon.u ribbon - Participants.
42:38 Menu ribbon - Milestones / Phases.
44:21 Menu ribbon - Create menu.
44:57 Menu ribbon - Finance.
45:15 Menu ribbon - Key dates.
46:56 Menu ribbon - More options (burger menu).
48:08 Matter Portal view left nav.
50:17 Matter dashboard widgets.
54:18 Admin areas - Admin / Doc Admin / Modeller.
55:25 Admin areas - Diagnostics, troubleshooting and more.
01:00:40 Admin areas - Document Admin.
01:02:55 Admin areas - Modeller.
End.
Linked Articles
- Product Overview
- Solution Packages and Accelerators
- General Navigation - Understanding Portals and Blades
- Introduction to Personas and Portals
- Understanding Search Scopes
- Understanding the Case Chronology
- Notifications
- View a User Profile
- Manage 360° Portfolio Items
- Configuring the Global Navigation Bar menus
- Portal Widgets: Available Widgets
- Working with Key Dates
- Working with Tasks
- Understanding Participant Types
- Document Production and Assembly
- System Administration Guide
- Document Template Admin
- Modeller Guide
- Understanding Workflow Automation in Sharedo
Older videos
April 2024
In this training, recorded on April 24, 2024, Nicola takes us on a whistle-stop tour of ShareDo.
Topic timestamps:
00:00 Introduction
01:10 What's in the box?
10:24 Implementing ShareDo - Key concepts
14:41 Case Work Types
15:30 Case Workbenches
16:03 Chronology (interactive case history)
16:37 Case Participants
17:38 Integrated Document Management System (DMS)
18:31 User & Team Management
19:22 Case Resource Analytics (Power BI)
19:42 Support & Training Videos on help.sharedo.co.uk
20:29 Question: ShareDo and 3rd-party Finance Platforms
21:51 ShareDo Demo:16 My Matters: view in Blade or open it
24:57 Portal page-per-purpose
26:25 Team Page
27:31 Supply chain Page / Participant Connections and editing
28:30 Contract Management
30:19 Radars
31:12 Matter Dashboard / Checklists / Action Plan / Key Dates and Facts etc.
33:50 Participant Connections in a Matter
36:05 Integrated DMS
36:50 Case Plan
37:42 Budget / Finance
40:09 Time Recording
42:09 Chronology
44:00 Menus
44:45 Generating Documents
46:28 Manage Participants
47:46 More Menu Options
48:09 Workflows
49:24 Finance Menu
50:08 Manage Proceedings (see the Litigation Training)
50:42 Key Dates
51:40 Question on Workflows with a demo
January 2024
Simon Hook takes us through a beginner's overview of ShareDo (recorded on the 9th of January 2024).
Topic timestamps:
00:00 Introduction
01:43 Agenda
03:32 ShareDo's journey so far
04.38 What's in the box?
07.59 Solution accelerators
10:13 ShareDo demo
39:51 ShareDo Admin, Doc Admin, and Modeller
August 2023
In this video, Nicola takes us through a beginner's overview of ShareDo version 7.5.2 (recorded in August 2023).
Topic timestamps:
00:00 Introduction
05:40 Key concepts
12:45 Solution accelerators
15.37 Visualise how ShareDo is built for the enterprise
16.34 Case work types
17:24 Case workbenches / dashboard
18:19 Chronologyicipants
19:27 Document management system
19:49 User and team management / competencies
20:55 Analytics
21:18 Help content
22:23 Demo