06 Feb 2017

Live Training Webinars – February 2017

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Learn to leverage BMS software solutions and services with exclusive training just for BMS clients.

The following is a list of live courses offered this month:

TDRs
Tues, February 14th, 2017

Join this session to learn all you need to know about when and how to prepare your Trustee’s Distribution Report. Learn about importing scheduled claims and what can be done ahead of time while waiting for that final bank statement.

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

CaseLink²  Users: 2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

 

TFR Preparation
Tues, February 21st, 2017

Join this session to brush up on everything you need to know to prepare your TFRs. We will go over a sample checklist and show how to find everything you need in Caselink.

CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
Enroll here

CaseLink²  Users: 2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

 

Snapshots
Tues, February 28th, 2017

Join this class to learn how to create your own SnapShots in CaseLink. In this session we will review filter building and concepts for creating refined queries. Learn how to export the data into various outputs such as Excel. Also, learn how to customize the grid to enhance the details within the SnapShot.
CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes)
>Enroll here

 

Custom Queries
Tues, February 28th, 2017

Join this session to learn about the Custom Queries tool and how to use “and/or” statements to narrow your search results. Learn how to run reports on those searches as well as how to include additional details not used to limit the query.

CaseLink²  Users: 2:00 pm ET/11:00 am PT (30 minutes)
Enroll here

Tips for joining a live training:

  • Click the enroll link to be directly enrolled into the appropriate class via GoToTraining.
  • Please join the training session at least 5 minutes before the start time. You may need to download a plug-in from Citrix GoToTraining in order for you to view the course properly.
  • Upon joining, enter your audio PIN and keep your line on mute in order to avoid unnecessary background noise.
  • To mute/unmute your line, press *2.

Pre-recorded training courses – now on HelpLink.
Our recorded courses cover everything bankruptcy from A to Z including every aspect of our software plus case administration productivity tips. Visit HelpLink through your case administration software today and browse or search for specific BMS University recordings from past trainings.
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