09 Jan 2017

Live Training Webinars – January 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:

Trustee Worksheet
Tues, January 17th, 2017

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

Join this session to learn all about the Trustee Worksheet. See how the compensation is broken down, how to quickly calculate and adjust the compensation, how to use the expense feature and run reports.


CaseLink²: See the New Improvements Coming Your Way!
Tues, January 17th, 2017

Join this session to see the new features we have in store for release soon. Learn how to customize your Merge Templates, how improvements to the Alerts Panel will keep your workflow running smoothly, and get a sneak peek of our new Email Sync from Outlook or Gmail to CaseLink². These topics, among others, will be covered during this session to improve your workflow and keep 2017 very productive!

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


Paperless Office
Tues, January 24th, 2017

Join this session to learn some tips and tricks for making your office more efficient and productive by going paperless. Learn how to organize your scanned documents, which documents to keep in hard copy and which you can shred. Start the new year with less paper and more time.

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


Manage Professionals & Repetitive Payees
Tues, January 31st, 2017

Join this session to learn how to manage your professionals and payees and get the year started off right. We’ll get into how to get payees ready for 1099s for next year and how to clean up your database to avoid duplicates and confusion.
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

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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Click Here to submit one or more topics for a future class.