Firm University
A Customized Training Program Designed to
Advance the Skills of FIRM Employees and to
Maximize the Utility of FIRM Desktop
Applications Throughout the Firm
TABLE OF CONTENTS
GOALS ........................................................................................................................................ 1
FIRM SUPPORT ........................................................................................................................... 1
THE FIRM UNIVERSITY PROGRAM ............................................................................................... 2
COMPENSATION .......................................................................................................................... 2
SCHEDULE FLEXIBILITY ................................................................................................................ 2
CLASS DURATION AND METHODOLOGY ........................................................................................ 3
TESTING OUT .............................................................................................................................. 3
BRIEF OVERVIEW OF CLASSES..................................................................................................... 3
COURSE CATALOG ...................................................................................................................... 5
AM I A BAD DOCUMENT? ................................................................................................. 6
DOCS OPEN ESSENTIALS ............................................................................................... 6
OUTLOOK ATTACHMENTS ................................................................................................. 7
SOFTWISE NUMBERINGSUITE AND TABLE OF CONTENTS ................................................... 7
WORD FORMATTING AND EDITING ESSENTIALS ................................................................. 8
WORD LABELS AND ENVELOPES....................................................................................... 8
WORD SECTION FORMATTING .......................................................................................... 9
WORD STYLES ................................................................................................................ 9
DOCS OPEN - ADVANCED ............................................................................................. 10
EXCEL ESSENTIALS........................................................................................................ 10
OUTLOOK CONTACTS..................................................................................................... 11
RIGHTFAX ESSENTIALS .................................................................................................. 11
TELEPHONE SKILLS........................................................................................................ 12
WORD CROSS-REFERENCES AND INDEXES..................................................................... 12
WORD TABLES .............................................................................................................. 13
DEVELOPING GOOD LISTENING SKILLS ........................................................................... 13
EFFECTIVE COMMUNICATION.......................................................................................... 14
EXCEL - ADVANCED ....................................................................................................... 14
POWERPOINT ESSENTIALS............................................................................................. 15
DELTAVIEW REDLINING .................................................................................................. 15
OUTLOOK CALENDAR AND TASKS ................................................................................... 16
OUTLOOK CUSTOMIZATION AND RULES .......................................................................... 17
VISIO ESSENTIALS ......................................................................................................... 17
WORD DRAWING ........................................................................................................... 18
WORD MAIL MERGE ...................................................................................................... 18
ESSENTIALS FOR WORKING WITH DATABASES DBTEXT 4.0............................................. 19
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ESSENTIALS FOR WORKING WITH SUMMATION DATABASES ............................................. 19
WORDPERFECT - ADVANCED.......................................................................................... 20
WORDPERFECT ESSENTIALS .......................................................................................... 20
WORKING WITH TRANSCRIPTS IN LIVENOTE .................................................................... 21
WORKING WITH TRANSCRIPTS IN SUMMATION ................................................................. 21
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Welcome to FIRM University!
A customized training program designed to advance the technical
skills of all FIRM employees and to maximize the utility of FIRM
desktop applications throughout the Firm.
Goals
Firm University, “FIRM University,” is a formal, firm-sponsored training
program designed to provide all FIRM employees with the technologybased skills that will enhance work product; promote consistency and
efficiency in document production; and maximize the utility of the Firm’s
technology tools.
All FIRM University courses have been designed to support the Firm’s
Best Practices Program. The Best Practices Program was developed to
promote efficient document production and collaboration and to eliminate
any practices that impede the goal of “getting the work out the door.” Best
Practices is best described as a document standards program developed
around the use of Word, SoftWise, DOCS Open and Outlook applications.
It is especially important to realize that FIRM University is being
implemented for the mutual benefit of the firm and its staff. Improved
application skills save time and frustration. Bottom line – your job gets
easier if you know how to let the technology do as much of the work for
you as is possible.
Firm Support
It is with the support of partners and management that the Technology
staff is proud to introduce you to FIRM University which we strongly
believe will benefit everyone in the firm, the firm as a business entity, and
ultimately the firm’s clients. All staff members are encouraged to
participate and take advantage of all that FIRM University has to offer.
The FIRM University Program
FIRM University consists of three certification levels: Bronze, Silver and
Gold. Each certification level is comprised of a variety of required and
elective courses. All requirements for one level must be met before
advancing to the next level. In other words, Bronze Certification is a prerequisite for Silver Certification; and both Bronze and Silver Certifications
are pre-requisites to Gold Certification. This does not mean, however, that
an employee cannot attend a Silver level training course before they
receive a Bronze certification.
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Upon attending a required or elective course, the attendee will be
awarded a Certificate of Completion for that course.
Upon completing all required and elective courses for a certification
level, i.e., Bronze, Silver or Gold, and demonstrating proficiency of the
skills covered in the required courses of that level, the employee will be
awarded a Certificate of Certification.
Upon attaining the Bronze, Silver and Gold Certificates of Certification,
the employee will be awarded a diploma from FIRM University.
Required courses within each level of certification are designed to provide
employees with the skills and knowledge that will promote effective
compliance with the Firm’s Best Practices Program.
Compensation
Secretarial staff members will be eligible to earn an additional $600 for
completing FIRM University courses. Compensation for the completion of
each certification level is as follows:
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Bronze
Silver
Gold
$300
$200
$100
Schedule Flexibility
Many staff members have found it difficult to attend training courses due to
conflicts with their work assignments and schedules. In an effort to make
the training courses more accessible to all staff members, classes will be
offered during early morning, lunch, evening and Saturday morning hours,
in addition to the training classes scheduled during normal working hours.
Overtime will be authorized as required to encourage attendance during
the class times that best meet the needs of the employee.
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Class Duration and Methodology
Typically, classes are scheduled in one to two hour sessions. In addition
to the normal classroom “hands on” training, a number of “Lunch and
Learn” sessions will be scheduled. As the name implies, these targeted
learning sessions typically take place during the lunch hour, and are
“hands off” training sessions during which attendees observe the utility of
specific application features via an overhead projector.
Testing Out
By demonstrating the required level of proficiency in the skills taught in a
course, also known as “testing out,” a staff member may earn the same
Certificate of Completion as would be earned by actually attending and
participating in the course. Note: there is minimum number of required
classes that must be attended for each certification level.
Brief Overview of Classes
FIRM University Course Offerings
The following table illustrates the courses of which FIRM University is
comprised, the certification level to which each course applies, and the
number of courses for which Certificates of Certification must be earned
(either by attendance or “testing out”) in order to earn the Certificate of
Certification for the Bronze, Silver and Gold levels. More detailed
information, including class descriptions, follow in the Course Catalog.
Specific scheduling of the courses will be available on the Firm’s intranet,
FIRMNet.
3
Level
Course Title
Am I A Bad Document?
Bronze
DOCS Open Essentials
Outlook Attachments
Softwise NumberingSuite and Table of Contents
Certification
Requirements
Attend minimum of 3
required courses – may
test out of others.
Choose 2 elective courses.
Word Formatting and Editing Essentials
Word Labels and Envelopes
Word Section Formatting
Word Styles
DOCS Open Advanced
Attend minimum of 2
required courses – may
test out of others.
Choose 3 elective courses.
Silver
Excel Essentials
Outlook Contacts
RightFax Essentials
Telephone Skills
Word Cross-References and Indexes
Word Tables
Gold
Developing Good Listening Skills
Effective Communication
Excel – Advanced
PowerPoint Essentials
Elective
Courses
DeltaView Redlining
Outlook Calendar and Tasks
Outlook Customization and Rules
Attend minimum of 2
required courses – may
test out of others.
Choose 4 elective courses.
Additional elective courses
will be offered throughout
the year.
Visio Essentials
Word Drawing
Special – By
Request
Word Mail Merge
Essentials for Working with Databases DBText
4.0
Essentials for Working with Summation
Databases
These courses are for a
very targeted audience
and are scheduled by
special request.
Wordperfect – Advanced
Wordperfect -- Essentials
Working with Transcripts in LiveNote
Working with Transcripts in Summation
*Special Team FIRM Events will be announced periodically. Participation in these events
will also be credited toward certification. Participation is required to earn the credit for
attending. “Testing out” is not an option.
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Course Catalog
On the following pages you will find a catalog of the courses designed to
meet the requirements for each of the Bronze, Silver and Gold certification
levels, including elective courses and courses which may be scheduled by
special request. Scheduling and registration information can be found on
the FIRMNet website. Check the schedules and register early for the
classes you plan to attend. Registration instructions can also be found on
the FIRMNet Website. Any questions regarding FIRM University should
be directed by email to XXXXXXXXX.
Best wishes for success at FIRMU!
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Course Catalog
AM I A BAD DOCUMENT?
Course Classification:
Bronze
Course Description
Users are often called upon to work with documents or portions of documents
generated outside the firm or in a previously non-Word format. Working with
foreign-generated documents or text includes an inherent risk of corruption. This
course provides essential tips for working with documents from unknown and/or
outside sources, including:
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Identifying the Symptoms of a Potentially Corrupt Document
Correcting Corrupt or Problem Documents
How to Avoid Corrupting Your Own Documents
When to Seek Help with Document Problems
Length of Class:
2 Hours
DOCS OPEN ESSENTIALS
Course Classification:
Bronze
Course Description
DOCS Open provides valuable assistance in controlling and managing an
organization's documents and information resources.
Word processing
documents, spreadsheets, forms, images, email messages, and other types of
files can be easily stored, indexed, and located using the power of DOCS Open.
This course will introduce you to the purposes and basic concepts of the DOCS
Open file management system, including the following:
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Creating and Revising Document Profiles
Retrieving Documents from Within DOCS Open
Retrieving Documents Stored Outside of the DOCS Open System
Searching for Documents
Copying and Exporting Documents
Emailing Documents from DOCS Open
Length of Class:
1 Hour
6
OUTLOOK ATTACHMENTS
Course Classification:
Bronze
Course Description
Outlook is a communication tool that enables the user to write, send, receive, and
organize email communications. Documents, graphics and other types of files
may be attached to those email communications. This Outlook course will
specifically cover the handling of attachments, both sending and receiving.
Topics will include:
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Opening Attachments
Saving and Importing Attachments
How File Type Affects Management of the Attachment
Sending Document References
Length of Class:
1 Hour
SOFTWISE NUMBERINGSUITE AND TABLE OF CONTENTS
Course Classification:
Bronze
Course Description
The Softwise NumberingSuite simplifies the automatic numbering function of
Word. It also eliminates the need to "mark text," allowing the user to effortlessly
generate a Table of Contents without the worry of having missed a manual TOC
entry. With this powerful automation tool, a multitude of customized numbering
schemes can be created and saved for repeated use in complex documents.
This course features:
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Using Quickfills
Customizing Numbering Schemes
Using List Num Fields
Changing the Heading Styles
Creating a Table of Contents
Using SoftWise's New Utilities
Length of Class:
2 Hours
7
WORD FORMATTING AND EDITING ESSENTIALS
Course Classification:
Bronze
Course Description
Formatting techniques serve several roles in the production of documents. In
addition to enhancing the appearance of your document, proper or "clean"
formatting will also maintain the integrity of the document content when
collaborating with other users and transmitting electronically. Valuable timesaving formatting information and skills presented in this Word course will include:
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A Review of Paragraph-Based Formatting
Using Format Painter
Understanding "Keep With Next" and "Keep Lines Together"
Setting Tabs
Using Borders
Cutting and Pasting Text from Foreign Source Documents
Maximizing the Utility of Spelling and Grammar Check
Troubleshooting Spellcheck
Length of Class:
1 Hour
WORD LABELS AND ENVELOPES
Course Classification:
Bronze
Course Description
With Word, you can automatically insert, position and print names and addresses
onto envelopes or labels. Whether working with a single or multiple addressees,
Word offers efficient methods for creating labels or envelopes with pre-formatted
or customized forms. This class includes:
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An Overview of How Word Labels are Formatted
Creating Multiple Envelopes
Creating Labels and Envelopes from Outlook Contacts
Using the Fix Labels Macro to Convert Typed Addresses to Labels
Length of Class:
1 Hour
8
WORD SECTION FORMATTING
Course Classification:
Bronze
Course Description
Working with sections within complex Word documents offers a variety of efficient
formatting options, especially related to headers and footers, page numbering
and page layout. In order to fully utilize the power of Section formatting, however,
it is important to thoroughly understand how document sections interact with each
other and how to plan the "big picture" formatting of your document. This Word
class includes:
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Section Breaks vs. Page Breaks
Changing Page Layouts
Multi-Section Page Numbering
Starting and Stopping Header/Footer Text
Using Different First Page
Length of Class:
1 Hour
WORD STYLES
Course Classification:
Bronze
Course Description
Styles define the appearance of text elements throughout a document, including
its headings, captions, and body text. When you apply a style to a paragraph or
word, you can apply several different character or paragraph formatting elements
all at once. Styles make the consistent formatting of your document easier and
more efficient. In addition, they serve as building blocks for outlines and tables of
contents. In this Word course, you will learn the following:
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The Importance of Using Styles
Word's Default Styles
Displaying Style Names
Creating Custom Styles
Modifying Style Formatting
Deleting Unwanted Styles
Copying Styles from Another Document
Length of Class:
1.5 Hours
9
DOCS OPEN - ADVANCED
Course Classification:
Silver
Course Description
DOCS Opens provides valuable assistance in controlling and managing an
organization's documents and information resources. This course will build upon
the basic concepts covered in DOCS Open Essentials, including its more
advanced features such as:
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Opening and Printing Multiple Documents
Advanced Search Options
Saving Quick Searches and Project Folders
Creating Personal Default Profiles
Securing a Document
Importing Documents and Updating Version Comments
Length of Class:
1 Hour
EXCEL ESSENTIALS
Course Classification:
Silver
Course Description
Excel is a powerful spreadsheet program which serves a variety of purposes,
including organizing and sorting information. This basic Excel course includes
the following topics:
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Entering Data (Text, Numbers, Values, Dates)
Selecting Ranges
Editing and Formatting Basics
Printing Worksheets
Simple Calculations and Formulas
Basics of Graphs
Sorting Data
Using Filters
Length of Class:
1.5 Hours
10
OUTLOOK CONTACTS
Course Classification:
Silver
Course Description
Outlook's Contacts feature provides a centralized location to store contact
information which can be easily retrieved and integrated with other applications.
For example, use Contacts to automatically insert address information into Word
correspondence via SoftWise MacroSuite, or populate a recipient's email address
into your electronic messages. Eliminate the manual search for contact
information as well as the manual entry of the information into your
communications. After attending this class, you will be able to:
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Add and Find Contacts
Print Contact Information
Create a Contact from an Email Message
Use Views
Use Contacts with Word
Share Contacts With Your Attorney
Length of Class:
1 Hour
RIGHTFAX ESSENTIALS
Course Classification:
Silver
Course Description
RightFax offers the convenience of sending and receiving faxes from the desktop.
Notification and receipt are instantaneous. In addition, you have the options of
saving electronic copies for future reference and/or printing hard copies for a
physical file. This class will cover the following elements of RightFax:
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Sending and Receiving Faxes
Checking the Status of a Fax
Understanding Failed Transmissions
Deleting a Fax
Configuring Fax Utilitities
Length of Class:
1 Hour
11
TELEPHONE SKILLS
Course Classification:
Silver
Course Description
The telephone allows us to work with and develop relationships with individuals
whom we may or may not ever see face to face. Whether those relationships are
brief or long-term, it is extremely important that we utilize the power of our voice
along with a positive attitude and effective communication skills to make the most
of every telephone encounter. Whether you're taking a brief message or dealing
with a difficult caller, utilize these effective telephone skills to provide quality
customer service:
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Recognize How Your Telephone Skills Affect the Firm's Image
Establish Good Rapport
Employ Strategies to Control a Conversation
Take Accurate Messages
Properly Address Difficult Callers
Use Screening Methods
Leave Effective Voice Mail Messages
Length of Class:
1 Hour
WORD CROSS-REFERENCES AND INDEXES
Course Classification:
Silver
Course Description
The content of contracts, agreements and other complex documents often
include references to paragraphs, pages, illustrations, or sections within the same
document. As the document is revised, manual references may become
incorrect. Paragraph numbers and page numbers will of course change as the
document goes through the revision process. With Word's Cross-Reference
utility, you can be assured that all of the references within your document remain
up-to-date and accurate. In this Word course, you will learn the ins and outs of
cross-referencing, including:
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How to Cross-Reference to Paragraph Numbers and Page Numbers
How to Update Cross-References
Creating Bookmarks for Use with Cross-Referencing
Using an Index to Create List of Exhibits
Length of Class:
1 Hour
WORD TABLES
Course Classification:
Silver
Course Description
Tables are an especially convenient method for organizing text when three or
more columns are necessary, and are often used as an alternative to columns
since they are generally easier to create, format, revise and paginate. A table can
also serve as a mail merge datafile. Another time saving element of Word's
Table feature is the ability to convert tabled text to non-tabled text, and vice versa.
This Word course covers the following Table-specific elements:
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Creating and Formatting Tables
Selecting Rows and Columns
Using AutoSum for Calculations
Setting Tabs in Tables
Drawing Tables
Creating Fill-In Forms
Length of Class:
1.5 Hours
DEVELOPING GOOD LISTENING SKILLS
Course Classification:
Gold
Course Description
Good listening skills offer a variety of personal and professional benefits, but are
often overlooked when analyzing one's ability to communicate. Many view
communication skills as the capacity to convey information. Equally, if not more
important, however, is the ability to absorb, retain and effectively utilize
information that is received. Good listening skills save time, encourage
productivity, and build rapport. Attend this course and learn to:
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Recognize the Importance of Listening
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Increase Productivity by Listening
Understand the Difference Between Hearing and Listening
Identify the Different Types of Listening
Provide Effective Feedback
Use Your Body Language Appropriately
Improve Your Understanding of a Message
Length of Class:
1 Hour
EFFECTIVE COMMUNICATION
Course Classification:
Gold
Course Description
While communication tools become more technologically advanced, effective
communications remain dependant upon the parties' skill in conveying, receiving
and responding to information. This class is designed for those who want to
understand and develop those skills that make a more effective communicator.
For example, you will learn:
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The Elements of Effective Communication
The Steps in the Communication Process
The Various Kinds of Receivers
How to Respond Effectively to Receiver Feedback
How to Recognize Interference to Communication
Make Improvements to Your Communication Effectiveness
Length of Class:
1 Hour
EXCEL - ADVANCED
Course Classification:
Gold
Course Description
In addition to its basic spreadsheet functions of organizing and sorting
information, Excel offers a variety of database capabilities. Building upon the
skills developed in the Excel Essentials course, this course will lead you through
some of this spreadsheet program's more complex features, including:
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Using AutoFill
Understanding Excel's Automatic Formatting
14
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Wrapping Text in Cells
Using Value Display Options
Inserting, Deleting and Naming Worksheets
Naming Cells and Ranges
Graphing Worksheet Data
Using Excel with Word
Length of Class:
1.5 Hours
POWERPOINT ESSENTIALS
Course Classification:
Gold
Course Description
PowerPoint is a powerful communication tool that serves as a visual aid in the
presentation of information. Turn any presentation into a more entertaining and
effective learning experience for your audience with a slide show utilizing color,
graphics and animation. This class includes:
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Creating a Presentation Slide Show
Using the AutoCorrect Wizard
Using Slide, Outline and Sorter Views
Editing Slides
Running a Slide Show
Creating Speaker Notes
Printing Handouts
Adding Graphs and Clip Art
Length of Class:
1.5 Hours
DELTAVIEW REDLINING
Course Classification:
Elective
Course Description
DeltaView is a powerful document comparison application and is the most recent
addition to the FIRM arsenal of desktop tools. Perhaps its most remarkable
feature is the ability to compare documents in different formats, such as Word
and WordPerfect. DeltaView is designed to show every changed element of a
15
document, including changes in formatting, and displays them in a variety of
easy-to-read on-screen viewing and print options. This course will demonstrate:
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DeltaView's Redlining Procedures
Understanding DeltaView's Save Formats
Setting up Custom Rendering Sets
What Can and Cannot Be Compared
Length of Class:
1 Hour
OUTLOOK CALENDAR AND TASKS
Course Classification:
Elective
Course Description
Outlook's Calendar and Task features offers the convenience of tracking
appointments and organizing your schedule and the schedules of others. Many
time saving features are offered including the ability to enter a recurring
appointment only once and having it appear repeatedly as necessary, and
tracking conflicts in schedules. Instead of making calls to determine availability
for meetings, communicate with all potential attendees simultaneously and check
their schedules. With this class, you will learn to:
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Schedule Appointments, Events and Recurring Appointments
Invite Other Attendees
Customize Calendar Options
Create Task Entries
Use Categories to Organize Tasks and Appointments
Utilize the Various Print Options
Length of Class:
1 Hour
16
OUTLOOK CUSTOMIZATION AND RULES
Course Classification:
Elective
Course Description
This Outlook course explores the customization and automation options available
in Outlook, including the setting up of rules for the efficient handling of incoming
and outgoing email communications. This advanced Outlook course will include
the following topics:
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Customizing Email, such as Creating Personal Groups, Personal Folders, and
Alternative Views
Using the "Out of Office Assistant"
Creating Rules
Customizing Trash
Customizing the Toolbar
Setting Options, Including Notification and Signature
Length of Class:
1 Hour
VISIO ESSENTIALS
Course Classification:
Elective
Course Description
Visio is a graphics tool which can be used to create items such as flowcharts,
network diagrams, organizational charts and maps, just to name a few. Armed
with the skills taught in this Visio class, you will be able to add effective
illustrations to many of your documents. This class covers:
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Using Visio Templates
Understanding Objects
Connecting Objects
Formatting Basics
Using Visio with Word
Length of Class:
1 Hour
17
WORD DRAWING
Course Classification:
Elective
Course Description
Graphics within a document serve a number of useful purposes, including the
enhancement and illustration of the message being conveyed. Recognizing the
contribution of graphics to communications, Word offers a variety of tools for
creating and working with graphics. To effectively use graphics within your
document, you must first understand how to format the graphics as well as the
document text around them. This class, therefore, includes:
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An Overview of Word's Graphic Elements
Using Text Boxes, Shapes and Graphics
Formatting Graphic Objects
Length of Class:
1 Hour
WORD MAIL MERGE
Course Classification:
Elective
Course Description
Word's Mail Merge function is an extremely efficient and effective method for
sending form documents to large groups of addressees while creating the illusion
of a more personal communication. This class will demonstrate the process of
creating a form document and a database containing the personalized inserts
which will become a part of the form letter. More specifically, this class will cover:
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Using Mail Merge With Your Outlook Contacts
Creating Your Own Datafile
Using an Excel Spreadsheet as a Datafile
Setting Up the Form File
Creating Envelopes and Labels
Length of Class:
1 Hour
18
ESSENTIALS FOR WORKING WITH DATABASES DBTEXT 4.0
Course Classification:
Special - By Request
Course Description
Manage the text information of your case with DBTextWorks' database
management system. This DBTextWorks workshop will help you organize,
retrieve, and view records and text information quickly and easily, as you learn
the following skills:
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Creating New Cases
Creating New Records
Batch Modifying Records
Performing Queries
Using Boolean Operators
Sorting and Printing Records
Length of Class:
2 Hours
ESSENTIALS FOR WORKING WITH SUMMATION DATABASES
Course Classification:
Special - By Request
Course Description
Summation Blaze is the legal industry's standard database/transcripts/image
management system. This introductory course includes the following features:
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Creating New Cases
Adding a Document Summary
Arranging Data Windows
Backing Up Databases
Coding with Hotfacts
Sorting Fields
Marking Document Summaries
Length of Class:
4 Hours
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WORDPERFECT - ADVANCED
Course Classification:
Special - By Request
Course Description
Moving from the basic functions of Wordperfect, this course will take you into its
more advanced features, including:
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Creating and Using Styles
Using Outlines
Creating and Editing Footnotes and Endnotes
Using Bookmarks and Table of Contents
Creating Merge Documents
Working with a Table of Authorities
Length of Class:
3 Hours
WORDPERFECT ESSENTIALS
Course Classification:
Special - By Request
Course Description
Wordperfect was for many years the standard application for document
production in the legal environment, only recently being replaced by Microsoft
Word. However, many firms still rely heavily on Wordperfect and because so
many documents have been created in Wordperfect, it remains important to have
a strong working knowledge of this powerful document production application.
This basic course will include the following:
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Creating, Checking and Editing Text
Reformatting Text
Changing the Page Layout
Working with Headers and Footers
Creating, Editing and Sorting Tables
Creating and Formatting Columns
Using Wordperfect's Lanaguage Tools - Spelling, Grammar and Thesaurus
Paragraph Formatting
Length of Class:
4 Hours
20
WORKING WITH TRANSCRIPTS IN LIVENOTE
Course Classification:
Special - By Request
Course Description
LiveNote is a powerful, yet easy to use transcript management application which
transforms the costly and inefficient task of analyzing testimony into a proficient
and economical resource. This LiveNote workshop will help you organize,
retrieve, and analyze information within transcripts quickly and efficiently. The
class covers:
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Creating a New Transcript Case
Viewing Transcripts
Formatting Transcripts
Creating Annotations
Creating an Issue List
Performing Full Text Queries
Length of Class:
2 Hours
WORKING WITH TRANSCRIPTS IN SUMMATION
Course Classification:
Special - By Request
Course Description
Building upon the skills developed in the Essentials Summation course, this
Summation course will cover:
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Adding a Document Summary
Arranging Database Windows
Backing Up Databases
Coding with Hotfacts
Sorting Fields
Marking Document Summaries
Length of Class:
4 Hours
21