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PREQUISITES/DESCRIPTION |
Outline |
Video |
EPMS 101: Managing Your Estates in Time Matters
Download PDF |
PREREQUISITES: Ownership of Time Matters Case Management Software
DESCRIPTION: WTP now links to Time Matters for owners of Basha Systems Estate Planning Management System (WTP Edition). This course explains how the link works and how to manage your Estate Planning needs with Time Matters. This course will cover:
- Importing data into the Client Interview from Time Matters
- Use of Form Styles in Time Matters to ensure that client, spouse, child and party data is put into the appropriate place in your Time Matters database.
- Use of custom powerviews so that key contact, matter, and data record data is right at your fingertips.
- Best practices, incorporating Integrity Marketing, into your firm marketing campaign to turn your referral sources into new paying clients
- And lots more. Bring your questions.
NOTE: If you don't currently have Time Matters, come take a look. Basha Systems can help you purchase and configure Time Matters for your firm. |
Outline |
Video |
WTP102: Document Formatting and Editing in WORDPERFECT
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DESCRIPTION: This course on COREL WORDPERFECT will cover the use of the WTP Toolbar and formatting functions to:
- Apply Stylesheets for Legal and Standard Numbering; Single, Double, and 1.5 Spacing; and Times Roman and Arial Fonts.
- Reveal Paragraph, Character and Section Formatting.
- Apply Paragraph Styles through the Format Painter, Style selector and the Style List
- Access and use Wordperfect's "Document Map" function
- Strip WTP object commands from documents
- Generate a table of contents (TOC)
- And more ...
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Outline |
Video |
WTP 102: Document Formatting and Editing in Word
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DESCRIPTION: This course on Microsoft Word will cover the use of the WTP Toolbar and Word formatting functions to:
- Apply Stylesheets for Legal and Standard Numbering; Single, Double, and 1.5 Spacing; and Times Roman and Arial Fonts.
- Reveal Paragraph, Character and Section Formatting.
- Apply Paragraph Styles through the Format Painter, Style selector and the Style List
- Access and use Word's "Document Map" function
- Strip WTP object commands from documents
- Add automatic cross-referencing fields
- Generate a table of contents (TOC)
- Create multi-level TOC and then use Style Separator to merge 2 styles into one paragraph
- And more ...
NOTE: This course must be taken BEFORE you can take WTP 103 and WTP 104 on Basic Customization. |
Outline |
Video |
WTP 103: Basic Customization of Profiles and Style Sheets
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PREREQUISITES: WTP 102 -Document Formatting and Editing in Word.
DESCRIPTION: WTP allows the administrator a number of advanced customization tools. This course will cover:
- Creation of custom answer profiles
- Application of profiles to particular document templates
- Modification of Word Stylesheets
- Working with Cascading Paragraph Styles
- Configuring Outline Numbering in Word
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Outline |
Video |
WTP 104: Basic Customization of Element Templates
Download PDF |
PREREQUISITES: WTP 102: Document Formatting and Editing in Word AND WTP 103: Basic Customization of Profiles and Style Sheets
DESCRIPTION: WTP has opened up the templates for editing by authorized users with developer privileges. Since the templates are regularly updated, training is required before any customzation is attempted. This course will cover:
- The structure of WTP templates
- The MECHANICS of how to edit Master Templates and Element Templates.
- Best practices for managing customized templates and updates to shipping templates.
- Paragraph and text formatting tips.
NOTE: If you plan to make extensive customization of the shipping templates, it is recommended that you consider an Annual Maintenance Contract with Basha Systems. Click here for more information. |
Outline |
Video |
