Webinar: EvolveGo Precedents Webinar Series Part 2 of 2 - Custom Firm Precedents

Modified on Wed, 6 Dec, 2023 at 3:54 PM

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

Webinar Recording

Presented by: Anthony Romeo, Client Services Consultant

Webinar date: 6 December, 2023