pcintranet

File Closing

Fri, 12 Jan 2024 14:11:04 GMT

File Archiving Procedure

1. Fill out the File Closing Questionnaire (2 pages) in DocMan. You will find these by clicking the ‘Closing Checklist’ button.

2. Choose the duration for which the file should be stored.

3. Verify that the file has undergone proper pruning.

4. Determine the storage location: Westham or Paperless.

5. Double-check the accuracy of the address.

6. Designate the file as 'To Be Archived.'

7. Click the 'Print File Closing Form' button.

8. Secure the printed file closing form to the file using an elastic band; refrain from using staples.

9. Place the file (or just the file closing form for paperless storage) into an archive box corresponding to the designated storage duration.

The files will be routinely collected for archiving, and their status will be updated to 'Archived' once they are placed in storage.

View the following video for more information.

WillSuite

Fri, 12 Jan 2024 14:11:02 GMT

This is a video to provide some training on WillSuite and, in particular, preparing some more complex Wills together with tracked changes. The video is less about the actual Will provisions included here, we will cover that separately, but intended to be more about how to include particular provisions within WillSuite.

New Paragraph

Archive Retrieval

mail@davegrooms.co.uk (David Grooms) — Wed, 18 Jan 2023 17:37:45 GMT

How to request a file from storage

Visual Time Recording

mail@davegrooms.co.uk (David Grooms) — Tue, 26 Jul 2022 08:49:09 GMT

Visual Time Recording

Video 1 of 4

Video 2 of 4

Video 3 of 4

Video 4 of 4 - Support Staff use of Time Recording

DocMan Prospects

mail@davegrooms.co.uk (David Grooms) — Mon, 06 Jun 2022 15:24:12 GMT

Click Button Below To Login to New DocMan Training Portal

We Will Shred Your Files

mail@davegrooms.co.uk (David Grooms) — Sun, 17 Oct 2021 08:55:04 GMT

All matters created after the 1st November 2021 will be shredded at the end of the matter. Watch the video below (5mins 52s) and then complete the form below to confirm you understand the content of the video.

Draft Emails

mail@davegrooms.co.uk (David Grooms) — Wed, 04 Aug 2021 14:27:30 GMT

Dictalogic Training - Part 1

roger.parker@parfittcresswell.com (Roger Parker) — Wed, 14 Jul 2021 09:30:32 GMT

Dictalogic Training - Part 1

Billing Guides

mail@davegrooms.co.uk (David Grooms) — Wed, 07 Jul 2021 06:35:29 GMT

Billing on DocMam

Call Handling - Support Staff

Fri, 18 Jun 2021 13:46:50 GMT

Call Handling - Support Staff

Call Handling - Fee Earner

Fri, 18 Jun 2021 13:42:07 GMT

Call Handling - Fee Earner

Firm Training

Fri, 18 Jun 2021 13:34:19 GMT

Excel

mail@davegrooms.co.uk (David Grooms) — Tue, 27 Apr 2021 11:32:16 GMT

Excel

This is a full course that will take 3 hours to watch. It is split into modules and you can come back at any point and resume. Just make a note of how far you are through the course.

Training Records

mail@davegrooms.co.uk (David Grooms) — Wed, 24 Mar 2021 12:20:29 GMT

Training Records

Proclaim

mail@davegrooms.co.uk (David Grooms) — Thu, 18 Mar 2021 17:02:57 GMT

Proclaim Training for Property support

BundleDocs

mail@davegrooms.co.uk (David Grooms) — Thu, 04 Mar 2021 10:36:09 GMT

BundleDocs

What is Bundledocs?

Take documents from anywhere - your folder, case or document management system. Bundledocs organizes them into a neat, numbered, indexed and sectioned booklet in minutes. Instantly ready to save, share or print. No matter how big or small, you can change in seconds. Simple, easy to use, time-saving and massively efficient.

Bundledocs Familiarisation

Intro Video

Docman - Property Quote

mail@davegrooms.co.uk (David Grooms) — Wed, 20 Jan 2021 10:33:42 GMT

Docman - Property Quotes

Docman - Archiving

mail@davegrooms.co.uk (David Grooms) — Tue, 19 Jan 2021 14:31:12 GMT

Docman - Archiving

Support Hub Intro

mail@davegrooms.co.uk (David Grooms) — Mon, 28 Sep 2020 10:59:11 GMT

Into into Support Hub

Docman Intro

mail@davegrooms.co.uk (David Grooms) — Mon, 28 Sep 2020 09:28:04 GMT

Intro to Docman

Docman - Send Email

mail@davegrooms.co.uk (David Grooms) — Sun, 27 Sep 2020 10:24:08 GMT

Docman Send Email

Support Hub

mail@davegrooms.co.uk (David Grooms) — Thu, 24 Sep 2020 11:04:33 GMT

Support Hub

Docman - Create a letter

mail@davegrooms.co.uk (David Grooms) — Thu, 24 Sep 2020 10:12:39 GMT

Docman - Create a document

Docman - Sickness

mail@davegrooms.co.uk (David Grooms) — Wed, 23 Sep 2020 10:49:24 GMT

Sickness

DocMan - Holidays

mail@davegrooms.co.uk (David Grooms) — Wed, 23 Sep 2020 10:37:13 GMT

Docman - Holidays

Docman - Incoming Post

mail@davegrooms.co.uk (David Grooms) — Mon, 21 Sep 2020 11:10:44 GMT

Docman Incoming post

Docman - Prospects

mail@davegrooms.co.uk (David Grooms) — Tue, 15 Sep 2020 11:15:16 GMT

Docman - Prospects

DocMan

mail@davegrooms.co.uk (David Grooms) — Tue, 01 Sep 2020 10:13:38 GMT

Setup Email Signature in Eclipse

mail@davegrooms.co.uk (David Grooms) — Thu, 27 Aug 2020 10:07:53 GMT

Copley Clark

Dan's Notes on systems/support

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:47:52 GMT

Unarchive and Rearchive an Eclipse File

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:35:05 GMT

Copley Clark

Setup user in Copley AD for RDS Server

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:33:50 GMT

Copley Clark

Setup Local Copley PC

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:32:11 GMT

Copley Clark

Setup an Author in Bighand System Administration Tool

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:30:56 GMT

Copley Clark

Setup a user on Copley RDS Server

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:29:19 GMT

Copley Clark

Setup a new User and Handler in Eclipse

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:27:54 GMT

Coley Clark

Setup a Fresh Report to which you add new Fields and add those to the Produced Report

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:23:21 GMT

Copley Clark

Set Secretary to Email on Behalf of from Eclipse

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:22:01 GMT

Copley Clark

Set an Eclipse user as no longer in Use

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:20:13 GMT

Copley Clark

Running a Report you have made in Advanced Report Execution

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:19:14 GMT

Copley Clark

Modifying a Current Eclipse Report

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:17:58 GMT

Copley Clark

Installing Eclipse on a PC

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 13:16:26 GMT

Copley Clark

Create the C Drive Folder needed for Copley RDS Server

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 10:51:19 GMT

Copley Clark

Adding a Report to Daily Automated Tasks

mail@davegrooms.co.uk (David Grooms) — Thu, 20 Aug 2020 10:49:04 GMT

Copley Clark

Copy and Modify an existing report

mail@davegrooms.co.uk (David Grooms) — Tue, 18 Aug 2020 15:53:12 GMT

Copley Clark

Support Hub

mail@davegrooms.co.uk (David Grooms) — Mon, 08 Jun 2020 10:13:25 GMT

Support Hub

Compliance Manager

mail@davegrooms.co.uk (David Grooms) — Wed, 03 Jun 2020 10:13:36 GMT

Compliance

Quill

mail@davegrooms.co.uk (David Grooms) — Sun, 24 May 2020 15:47:38 GMT

pcintranet

File Closing

WillSuite

Archive Retrieval

How to request a file from storage

Visual Time Recording

Visual Time Recording

DocMan Prospects

Click Button Below To Login to New DocMan Training Portal

We Will Shred Your Files

All matters created after the 1st November 2021 will be shredded at the end of the matter. Watch the video below (5mins 52s) and then complete the form below to confirm you understand the content of the video.

Draft Emails

Dictalogic Training - Part 1

Dictalogic Training - Part 1

Billing Guides

Billing on DocMam

Call Handling - Support Staff

Call Handling - Support Staff

Call Handling - Fee Earner

Call Handling - Fee Earner

Firm Training

Excel

Excel This is a full course that will take 3 hours to watch. It is split into modules and you can come back at any point and resume. Just make a note of how far you are through the course.

Training Records

Training Records

Proclaim

Proclaim Training for Property support

BundleDocs

BundleDocs

Bundledocs Familiarisation

Intro Video

Docman - Property Quote

Docman - Property Quotes

Docman - Archiving

Docman - Archiving

Support Hub Intro

Into into Support Hub

Docman Intro

Intro to Docman

Docman - Send Email

Docman Send Email

Support Hub

Support Hub

Docman - Create a letter

Docman - Create a document

Docman - Sickness

Sickness

DocMan - Holidays

Docman - Holidays

Docman - Incoming Post

Docman Incoming post

Docman - Prospects

Docman - Prospects

DocMan

Setup Email Signature in Eclipse

Copley Clark

Dan's Notes on systems/support

Unarchive and Rearchive an Eclipse File

Copley Clark

Setup user in Copley AD for RDS Server

Copley Clark

Setup Local Copley PC

Copley Clark

Setup an Author in Bighand System Administration Tool

Copley Clark

Setup a user on Copley RDS Server

Copley Clark

Setup a new User and Handler in Eclipse

Coley Clark

Setup a Fresh Report to which you add new Fields and add those to the Produced Report

Copley Clark

Set Secretary to Email on Behalf of from Eclipse

Copley Clark

Set an Eclipse user as no longer in Use

Copley Clark

Running a Report you have made in Advanced Report Execution

Copley Clark

Modifying a Current Eclipse Report

Copley Clark

Installing Eclipse on a PC

Excel

This is a full course that will take 3 hours to watch. It is split into modules and you can come back at any point and resume. Just make a note of how far you are through the course.