Milan Billing to Milan - ONLINE Training

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Online - GoToMeeting

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Register now for this intensive, 4 hour Milan platform training course which will be conducted online. Whether you’re new to Milan, or simply want to exercise the software a little harder, there’s something for you. Billing to Milan will be a deeper dive into Milan functionality. Milan Provisioning leverages scripts from any SQL-based system (or even a .CSV file) to create new engagements. It also updates any changes made in the system of record to iManage metadata down to the workspace and workspace shortcut level.
11:00 A.M. – 3:00 P.M. EST

Milan Provisioning scales to any volume and may be run as often as necessary. It associates engagement owners or managers with every workspace and may be used to provision workspace shortcuts for assistants as well as professionals.

Provisioning Overview

  • Components: Billing to Milan and Folder Template Editor
  • Overview and Preparation
  • Billing to Milan Workflow
  • Milan Configuration and Folder Template Filters
  • Scripting MatterInput.SQL

Folder Template Editor Overview

  • Overview and Preparation
  • Folder Template Editor Workflow
  • Configuring Folder Template Editor for Workspaces
  • Creating Core Workspace Templates
  • Generate a Template from an Existing Workspace

Provisioning and Updating workspaces

  • Running Billing to Milan from a Batch File
  • Scheduling Provisioning in the Milan Interface
  • Using Provisioning to Update Metadata and Workspaces.
  • Updating Workspaces with Folder Template Editor

Other Uses for the Billing to Milan Executable

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Online - GoToMeeting

Organizer Prosperoware LLC

Organizer of Milan Billing to Milan - ONLINE Training

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