Managing Documents and Emails | LTC4 Certified Course
49 Modules | 95 Minutes | $49 USD
Legal Technology Core Competencies Certification Coalition
Managing Documents and Emails
This LTC4 certified course is specifically designed to promote best-practice for managing documents and emails within the legal industry. The course caters to the busy legal professional empowering proficiency through the development of skills and extension of knowledge of smart technologies and techniques that enhance productivity.
As a legal industry professional, mitigating operational risk and keeping your client's data safe is paramount. Ensuring that all clients' documents and emails have been stored in an efficient, consistent and secure manner is fundamental. Filing legal documents accurately and having an understanding of the relevance of versioning is important. Dealing with incoming and outgoing emails proficiently to support collaboration and to maintain matter-relative records for future reference is also imperative.
For your ongoing professional development, this LTC4 course has incorporated the usage of the iManage document management system while saving, drafting, filing, and distributing documents and emails.
On completion of the course and assessment, the LTC4 certification will provide assurance of your competency to your clients and network.
10 Sections - 49 Modules
Welcome to LTC4 learning
Before we begin...
Navigating the DMS structure
Understanding how the firm’s documents are organized within the DMS
Understanding the purpose of each structure in the DMS
Determining what to save and what not to save (documents)
Determining what to save and what not to save (e-mail incoming and outgoing)
Complying with firm practices regarding inbox size and purging
Understanding security policies and how/when to secure a document
Searching for new client or matter folders
Searching for a document
Searching for an e-mail message by author and content
Searching for an e-mail message by date using filtering criteria
Understanding the additional search tool
Building a search query for documents
Building a search query for emails
Refining search results
Adding matter shortcuts
Removing a matter shortcut
Renaming a workspace/folder
Saving a brand new document
Opening a document from Word
Copying as a new document
Opening a document from the DMS
Copying as a new version
Opening an earlier version from the DMS
Opening an earlier version from Word
View the history of a document
Checking a document out to the default directory
Viewing checked-out document information
Checking a document in
Change the name of a document
Unlocking a document
Relating existing documents
Viewing related documents
Viewing related documents in the documents results frame
Removing document relations
Moving an item using the firm's recommended method
E-mailing a document link
E-mailing a document copy
Saving an e-mail into DMS
Saving multiple e-mails related to the same matter efficiently
Saving a single e-mail attachment as a new document
Saving a single e-mail attachment as a new version
Saving multiple e-mail attachments as new documents
Setting up a new link to an email folder
Editing or removing an existing link to an email folder
Managing documents and email LTC4 certificate assessment
Congrats! Here's what's next
iTrain Legal
This training will ensure that you are up-to-date with the consistent approaches to managing documents and emails in the legal profession. This will further add to your personal development and career skills.
Yes! Taking this course will show that you are proactive in learning best practice principles used in the legal profession and will give you a good grounding of what is needed in the workplace while managing documents and emails.
Yes, absolutely! LTC4 Core Competency Learning Plans and Certifications have become widely recognised internationally. It meets the global industry standard for workflow proficiency.
There are numerous core competencies to upskill ranging from hybrid working, working with legal documents, client relationship management etc. If you would like your law firm to gain access to these learning plans then please visit https://ltc4.org/learning-plans
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