Upcoming Webinars

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Register below for one of our upcoming featured or live webinars. Click on a title to read more about that session and complete the online registration form.

Webinars are presented using RingCentral. Before choosing a course, please test the interface in advance by clicking here. If the RingCentral Join a Meeting window opens, you can access RingCentral. Please close the window. If you do not have access, contact your IT Department for help or access RingCentral outside your company’s firewall. Please use Chrome or Edge to access the webinars. Other web browsers may not be compatible, including Internet Explorer, Safari and Firefox.

Monthly Webinars

Please check back for our upcoming monthly webinar offerings, or, you can visit our Training Videos and Podcasts page.

Encompass Training

To sign up for any of the webinars listed below, email Jim at [email protected].

Intro to Dynamic Data Management

Description: How to use DDM to populate fee and field data in Encompass.  With DDM you can replace your templates and field triggers that populate fee data in Encompass.  If you have been thinking about using DDM but need a head start – this webinar can help.

Date/Time: July 10, 2024 at 2PM Eastern

Encompass Partner Connect (MI Center)

Description: An introduction to the MI Center and Arch MI EPC integration for Encompass. How to use MI Center in Web Encompass as well as the Desktop (SmartClient).  Includes an overview of setting up the required services in Encompass Web.

Date/Time: July 17, 2024 at 2PM Eastern.

Encompass eFolder Strategies

Description: Your eFolder is becoming more cluttered.  Speed up document delivery.  Get the information you need to develop an eFolder management strategy.  Control access, manage an increasing number of documents and learn about features of eFolder you might have missed.

Date/Time: July 23, 2024 at 2PM Eastern

Encompass Business Rules 101

Description: BR101 is for admins and users with no rules writing or programming background. Learn how to use the query builder to setup a business rule with no previous experience needed.

Date/Time: August 6,2024 at 2PM Eastern

Encompass Business Rules 102

Description: BR102 is an introduction to Encompass business rules.  Some experience with how to use the Advanced Condition Editor or BR101 is assumed. Use business rules to enhance your system with the examples provided.

Date/Time: August 13,2024 at 2PM Eastern

Encompass Business Rules 201

Description: BR201 More focus on advanced coding, conflict resolution in business rules and performance considerations. 

Date/Time: August 21, 2024 at 2PM Eastern