System Requirements | Tracument Solutions

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Tracument Course: Full Service

Introduction to Tracument

About Tracument (2:47)
About Full Service

Admin Settings and Matters

System Requirements

Matter Management

Managing Matters in Tracument (2:45)
Auto-generated Authorizations (2:44)
Autosignatures (2:42)

Full Service: How to Create a Request

Part 1: Create a Full Service Request (5:15)
Part 2: Working with an Existing Request (Handling Rejections) (1:48)
Part 3: Common Reasons Full Service Requests Are Rejected

Full Service: Working with an Existing Request

Part 3: Working with an Existing Request (Action Required: Send Message) (1:07)
Part 4: Working with an Existing Request (Action Required: Invoice Approval) (2:25)
Part 5: Cancelling a Full Service Request (0:59)

Full Service: Received Records

Part 5: Receiving Records (2:41)

Additional Resources

Best Practices for Full Service Power Users
Watch a Live Training Session with Tracument Staff (41:30)
Additional Resources to Download

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System Requirements

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