3-Day Collabware CLM Training Course

Date: Jul 30 2019, 09:00 - Aug 1 2019, 17:00
Location: Vancouver, BC, Canada

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.