ToC

Table of Contents

ShareDo Introductory Overview - August 2025

In this Overview session, James demonstrates the basic use of ShareDo from a user perspective, with a quick look at the Modeller and Admin areas.

Chapters

00:00 Introduction and Agenda
01:19 ShareDo demo
01:32 The Workbench
02:10 My Profile
06:50 Notifications
09:40 Time Recording
10:20 Help / Knowledge Base demo
14:12 My Cases
14:39 Launchpad
17:30 Admin Menu
17:45 Search Bar
20:50 The Workbench
22:39 Main Portfolios in the left-hand menu
24:20 Instruction Phases
30:54 Key Dates
32:24 Matter Widgets
36:05 Participants
41:30 Worklist Tasks
46:54 Prepare Documents
53:00 Chronology
55:24 Audit
56:08 Documents Tab - DMS
57:25 Examples of other work types
01:01:10 Document Bundles
01:03:39 Modeller functions - Work Type hierarchies
01:12:07 Workflow Triggers
01:18:32 Admin
01:23:23 End