Version 4.4 is coming soon, with exciting features many of you have asked for. This session walks you through the new functionality so you and your team are ready before it arrives.
What we'll cover:
- Folders: organise documents your way with folder templates
- The new CDD hub: a client's due diligence in one tab, with bulk ID verification workflow
- Reporting: favourite reports and saved filters. InfoSheet filters and your own Word templates on selected reports
- Document Assembly: formulas for calculated content in your document templates
- Party bank accounts: add multiple bank accounts to a party, and save verification details
- Free text payments: enter a free text bank account number when receipting or paying
- Conflict checking: search existing party names and matter descriptions before you open a new one
- New Outlook compatibility
- Time for your questions
When:
Thursday, 5 November 13:00 – 14:00
Where:
Register here and join via Microsoft Teams
Facilitated by:
Tony Rogers, Chief Technology Officer, OneLaw
Shelly Robinson, Product Owner, OneLaw