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This half-day course is for legal fee earners and secretaries wishing to use the Docs Open software package.

Course Content

  • How to open a document by document number
  • Where are the documents stored?
  • Document Profile Form
  • How to search for documents based on author, document types, date created and part of document name
  • Narrow the search down
  • Look at the Right click options (copy, history etc)
  • Rename a document profile
  • Delete a document
  • Check out and check back in
  • Native application (opens a non docs open document)

Click here for a printable version of Docs open Course Outlines

   
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