Calling all professionals working and supporting RIM and organizational Compliance! We’ll be providing an extensive 3-day course about configuring and enhancing your Collabware CLM environmental. Join us in Vancouver, BC on Tuesday July 30th through Thursday August 1st for instructor-led training and a chance to network with other users.
This course will cover the following:
Day 1: Collabware CLM Foundation
Access Control Levels
File Plan Setup
Working with Object Templates
Designing Collabware CLM Workflows
File Plan Policies
Custom Content Rules
Day 2: Collabware CLM Deeper Dive
Advanced Collabware CLM Workflows
Using Holds
Reviews
Unified Search
Review List Thresholds
Custom Participants
Completing Review Lists
Disposition Certificates
CLM V4: DoD Feature Overview
Day 3: Case Aggregates and Documents Sets
Working with Object Templates
Document Sets Configuration
Retention & Disposition with Document Sets as Case Files
Aggregate Templates and Configuration
Retention & Disposition with Aggregates as Case Files
Pros & Cons of each method
Prerequisites include a basic knowledge or exposure to saving documents in SharePoint.
The course is $2,100 per person. Please RSVP via email for yourself and/or your team members. Our training administrator will get back with more details.