Recommended for Case Workers and Web Portal Users

Delivered online via video conference

Duration is 1 hour

About this course

What Is The Deal Room?

  • Accessing the Deal Room
  • The Deal Room Options in Matter History

Deal Room Setup

  • Amending the Access Template
  • Ticking the Relevant Options

Publishing Documents

  • Publishing From the Matter History
  • Client & Associate Permissions
  • Viewing Published Documents in the Matter History

Accessing Documents

  • The Deal Room Tab
  • Document Options on the Deal Room page

Checking Out Documents

  • Checking Out a Document
  • Checking In & Undo Options
  • Amending the Document
  • Checking the Document Back In
  • Check In Comments

Finalising Published Documents

  • Finalising Documents
  • Unfinalising Documents
  • Unpublishing Documents