Webinar Overview

In this webinar, we showcase how to create and use document containers. We also demonstrate how to subscribe to your desired precedent profiles and use these in conjunction with your document containers.


This webinar covers:


  • Document Containers: Overview
  • Demonstration: Creation of a sample document container using automated fields (Ask and If/Then/Else fields)
  • Precedent Profiles: Overview and subscribing
  • Using system precedents


Webinar Recording



Presented by: Anthony Romeo, Client Services Consultant

Webinar date: 11 October, 2023.