CMS 506 - D2 for Legal records
Target Audience: This workshop is intended for Legal Services, who will use the McGill Content Management System, Documentum D2, to create, store and update legal files, and as a document repository and collaboration tool.
Prerequisites: CMS 505 (currently restricted to McGill Legal Services staff)
Duration: 1.5 hours
Course format: Workshop
Course material: The course material is restricted to Legal Services staff and will be distributed at the training session. Printed exercises will also be distributed at the course.
This hands-on workshop provides the main features of McGill’s Content Management System, Documentum D2 tailored for McGill’s Legal Case Management. The following features are covered:
- Legal Services roles
- Legal Workspaces and widgets
- Create a legal case file
- Update a legal case file
- Create a folder in a legal case file
- Attach documents to a legal case file
- Legal Search templates
- Legal Services groups and permissions
- Change legal file privacy
To view the schedule: CMS Training Schedule
To register: CMS Training Registration