01 Jul 2016

Live Training Webinars – July 2016

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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:

Asset Verification
Tues, July 5, 2016

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

Join this session to learn about how to use the verify assets feature in CaseLink Office. Learn what can be edited while assets are in draft mode and what gets locked down after assets get verified.

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

Join this session to learn about the Asset Verification tool in CaseLink Web. Learn what can be edited while assets are in draft mode and what gets locked down after assets get verified.

CaseLink Office: ECF and Exceptions
Tues, July 12, 2016

Join this class to learn about how to see what documents have come in through ECF in CaseLink Office. Also learn how to manage exceptions.

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

CaseLink Web: ECF Tool
Tues, July 12, 2016

Join this class to learn about the ECF Tool in CaseLink Web and all the functionality it offers. Learn about how to manage exceptions and how to get the information you’re looking for.

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

Bank Reconciliations
Tues, July 19, 2016

Join this session to learn about Bank Reconciliations and how to handle the tricky cases that might leave you stumped. Learn which reports to keep and how to divide duties to stay in compliance with the Trustee Handbook.

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

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

Real Estate Transactions
Tues, July 26, 2016

Join this session to learn how to pull the numbers from your HUD 1 statement into your Gross to Net transaction in CaseLink. Make sure you are receiving the correct compensation for real estate transactions even if no funds pass through the estate accounts.

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

CaseLink Web 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.
  • After joining, keep your line on mute in order to avoid unnecessary background noise.
  • To mute/unmute your line, press *2.

BMS also offers pre-recorded training courses through BMS University – 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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