Webinar:Precedents Webinar Series Part 2 of 2 - Custom Firm Precedents
Webinar Overview
In this webinar, we continue with our series on Precedents. This webinar demonstrates how to create custom firm precedents and showcases the available field options.
This webinar covers:
- Recap of part1 of the webinar series
- Precedent permissions
- Creating a precedent profile for your firm
- Using automated fields (Ask and If/Then/Else)
- Overview of field types and uses