The Conveyancer - Advanced Level - Alberta

Thursday, June 14, 2018 2:00 PM - 4:00 PM

FREE web-based training session for Advanced Level The Conveyancer Alberta users!

Hosted by one of our professional trainers, the webinar will help you get started with The Conveyancer and help you realize its full benefits.

The day before the webinar you will be contacted via email and provided with a website link and toll free conference call number.  Attendees will login to the website and observe as our trainer navigates through the software.

Course Description:

Transaction Data Exchange (TDX)

Accounting Integrations (PCLaw & EsiLaw)

Electronic Mortgage Processing – Tab G

Importing information from an existing Transaction into a New Transaction

Creating Categories in Document Production

Standard Calendar & Achieve Scheduler

Creating Tasks and the integration with the Calendar and Trust Ledger

Advanced Search Feature

  • Creating a new List through Manage Search
  • Running a Predefined Advanced Search
  • Generating and sorting Reports
  • Mass Document Production
Archiving and Retrieving Files

The importance fo Maintaining Firm & Lawyer Profile

ID Scan & Client Intake Form

     Default User Configurations

  • User Setup
  • Miscellaneous Editing
  • Live Upgrade
  • Secure Payment Manager
  • Statement fo Account & Trust Ledger Setup
  • Statement of Adjustment Footers

Technical Requirements:

You will require a Computer, Internet Connection, and telephone to participate in this webinar.  We recommend a telephone equipped with a headset, and for large groups speakerphone.

We look forward to having you join us on June 14th!

Registration Open Until Wednesday, June 13, 2018 

Registrant * Required