ArkCase – Legal

Today I’m going to show you how to use
the art case prop to implement your
legal solution today we’re going to take
you through the actual steps of creating
a complaint whether that’s a
discrimination complaint a fraud
complaint whatever it may be and take it
through a simple workflow and actually
open an investigation once that’s done
we’ll actually go through some of the
admin configuration let’s go ahead and
login as an who is an administrator
today when am first logged in you’ll
notice she’s on the dashboard screen on
this dashboard screen she has certain
widgets individual sections or boxes
that actually display some of the
information she’s working on she has a
few cases that she has access to and
already is assigned to she can hyperlink
directly out to them she also has some
tasks that she needs to work on that she
can hyperlink into the actual tasks
module and work on those once again this
dashboard is specific to the user logged
in this dashboard also can be edited by
clicking on the edit button by clicking
the edit button you can actually add
from the set of out-of-the-box
our case widgets these widgets are fully
configurable so if you decide that these
widgets don’t support your needs
you actually can create and configure
your own look clicking on the logo it
takes me right back out to the actual
dashboard screen as you can see here up
at the top you actually have the ability
to create a new complaint case tasks and
other different objects we’re going to
actually go ahead and create a complaint
to start this overall workflow when we
open up the complaint form you’ll notice
that we have it broken down into
individual tabs we’re starting in the
initiator tab once again this form is
fully configurable which allows you to
enter in the metadata that you want to
see the metadata that you want the
actual end user to enter or index when
collected there’s other ways to get this
information and you can actually utilize
a web portal and ingest this information
right into our case it would be
pre-populated today we’re going to go
ahead and manually create this complaint
we’re gonna specify who the actual
initiator is this is a mandatory field
as you can see you can actually enter in
a new person or you can actually search
for an existing person today I’m going
to go ahead and enter in a new person
this new person will end up being a
person in the people database and as you
can see on the left hand side we
actually have a people module I can
enter in a lot of different information
whether it’s last name middle name and
first name I can actually have
identification numbers whether their
date of birth social security number
different metadata
I got a dapper picture or maybe even
some other demographic information about
this individual person and we’re going
to go ahead and save this so as you can
see here I’ve gotten that means
populated and it defaults the initiator
let’s go ahead and save this move it on
to the next tab you can see there’s some
information about this complaint or
incident we can specify whether what
type of actual incident it was this is a
drop-down that can be configured through
the admin console we’re going to go
ahead and type in the actual title
discrimination at work in addition we
can actually add in our description once
we’re done with that we can actually
scroll down and see some of the other
metadata fields once again fully
configurable but out of the box this is
what’s provided you can add a location
of the incident or how often it happened
once again not mandatory we can move to
the next page and we can add additional
people to this case whether they’re
people that are already in the system in
the people database or you can add new
people by clicking on that field it
takes you to the same screen this time
we’re gonna search for an existing
person we’re gonna search for Matt we
know we just entered Matt into the
system we’re gonna grab him we’re gonna
make him an actual person type of
complaintant in addition you can add
additional people you can search add a
new person I’m gonna go ahead and search
again and I’m gonna type in Sally I do
have Sally Smith in the system and I’m
gonna go ahead and had her and I’m gonna
actually add her as the wrongdoer now
that I’ve entered that information I can
move to the next tab in inter
attachments I gotta have attachments
maybe there’s an email or a complaint
specific document that you wanted to add
here in addition you can actually add
the participants who you want this
specific complaint to be submitted to
also through rules configuration we can
allow you to depending on the actual
complaint type or the case type you can
submit this specific complaint out to
participant it could be an actual
assignee automatically or it could be
assigned group let’s go ahead and just
pick an owner and I’m gonna actually
make it an today once I grab my owner
I’m gonna go ahead and submit once this
is submitted you’ll notice in our
complaints module we actually have a
brand new description at work some of
the information that we populated was
obviously the title the discrimination
type additionally some of the
information we populated on the forum
like more information and some of the
people associated you’ll notice our
initiator complaint and wrongdoer are
populated in addition on the complaint
we also automatically created in the
document management section a complaint
form as you can see here when the
complaint image is loaded you’ll notice
that it’s just the form that was
actually generated from the information
we collected on the actual global new
complaint form this form is just showing
a representation of how we can
demonstrate the data on a specific
document or electronic document now that
we’ve created this complaint we’re going
to take it through the workflow we’re
going to do this workflow in minutes
versus what would usually take days
weeks or even months to actually take
this complaint through a workflow you do
have the ability to do many different
things on this complaint but before we
actually take it to the workflow let’s
talk a little bit about that you can add
in details you can add a location of
where this complaint happened you don’t
have to actually enter it in at the time
of creation so let’s go ahead and enter
in a location you do have the ability to
determine whether this is actually the
primary location you can have multiple
locations we’re going to say this is the
primary you do have the ability to use
the actual tree on the left-hand side or
the icons at the bottom once again
you’re seeing the people that we already
added you can actually edit these people
or delete these people at this point you
do have the ability to also add an
organization that may be associated you
have the document details which we
talked about and this is a robust
document details section where you can
add in new folder subfolders new
documents and you can dictate which
document types you want and that can be
done in the admin configuration look-up
tables additionally you do have
role-based access control on your
complaint not only on the overall
complaint but on your individual
documents you can control your
participants you can add rolling notes
associated to this complaint you also
can add tasks whether they’re tasks that
are associated manually to this
individual complaint or what you’ll see
in a minute when we work the work
through the workflow automated tasks
that are associated with this complaint
you also have the ability to add in
references view all the history
associated with this complaint you can
add a time or a cost sheet associated to
a complaint to track all of your hours
and cost associated you also have the
ability to add tags now let’s go ahead
and let’s move forward with actually
processing this workflow I’m going to
take this to the workflow now when I
click close complaint it’s actually
going to open up another form this form
is what kicks off the workflow I have a
decision to make as a user whether I
want to open this into an existing case
and add this complaint open a new
investigation take no further action or
maybe refer this to an external agency
that needs to be emailed off and have
someone else process it today we’re
actually going to open investigation I’m
gonna go ahead and search for the user
that I want to approve this I’m gonna
have Sally go ahead and approve this
Sally’s the supervisor in the
organization and she’ll get a task to
actually work on this we could upload a
description or even add additional files
at this point if we’d like to but we’re
going to sing this out to actually be
reviewed now that we’ve actually
submitted this for approval you’ll
notice none of the task table of this
complaint we actually have a review
request to close this complaint this
specifically is assigned to Sally so
let’s log out and come into Sally and
see what she sees Sally will actually
enter information into the actual same
login user interface as you notice she
has different widgets and obviously
different modules that she has access to
a lot less modules just because she’s
not an administrator you’ll notice her
look and feel of the dashboard is a
little bit different her layouts a
little bit different the module she has
access to are a little bit different
you’ll notice that she actually has
quite a few tasks but I know this is the
task we want to work on so we’ll click
on that it’ll take us right into the
actual tasks it’s a couple of things
that she can see from this task once
again the metadata that’s collected on
the task is a little bit different you
can see that here in the tree where you
actually can use the
icons to jump through this information
you can see that she’s actually assigned
a specific task that’s linked directly
out to the actual complaint she has the
ability to click on that hyperlink and
take her out to that that complaint she
also has the ability to see where in the
workflow this specific complaint is
right now it’s in the review step she
does have the ability to send it back
for rework or send it on for approval
we’re going to take the happy path and
we’re actually gonna send it for
approval but before we do so you do have
the ability to enter in rework details
and send for rework which would then
take it back through the path and send
it back to Anne to be reworked let’s go
ahead and just approve this once you’ve
approved this actual workflow the next
step was to automatically create an open
investigation or a case so look as you
can see here we now have an active case
that took the same title of the actual
complaint but the details are now been
updated to tell you that the actual
complaint that was originally closed out
this case is specifically linked to that
we also know by taking a look at the
reference table the reference table
allows us to see the complaint the same
name is now has a status of closed
additionally under the document
management section we do have a folder
that supports all of the actual
complaint documents they’ve all been
automatically moved over to a record so
if you do decide to use a records
management plan for your specific group
you do have the ability to configure
rules once again through configuration
to dictate on a change of status like a
close of a complaint that all the
documents associated that complaint
would be recorded as a record now that
we see that this case has been created
and there’s already some content here
let’s actually log out and come in as a
couple of different users and show how
they can collaborate on these documents
on tasks and also how they can email
things out and edit things online so
let’s log out and come in as in once
again I just click on in and we’ll sign
in once again ian has a little bit of a
different look and feel his dashboard
once again is set up to his personal
preference but we’re going to go ahead
and jump into the case module ian has
access to this case module you’ll notice
there’s no current assignee but you do
have a
Groo the reason that Ian actually has
access to claim this all he has to do is
click on claim it will then assign it to
because Ian is part of the investigator
group which means that essentially we
can send out an actual case that’s
assigned specifically to a group and not
a user that way any user within that
group can actually claim it yes you do
have the ability to sign out to
different users automatically but in
this case we’re just showing you the way
to grab from a specific bucket of work
so now that Ian’s claimed it what can he
in do well you can come through and look
at all the different information
associated maybe Ian hasn’t been
involved in the original complaint so he
needs to review the information maybe he
wants to look at the complaint at map
mains by clicking on that mains and
hyper linking out to the information
you’ll notice it takes me into a people
module and then I can look through the
actual details to see some of the
information if any of those are
populated also within the case I can do
a lot of things associated to document
management you’ll notice that in the
document management section we do have a
folder already and it has these record
I can’t manipulate these since they’re
already records but I do have the
ability to collaborate and add new
documents to support this case so let’s
go ahead and create a folder so I’m
gonna say documents I also could have
specific folder within that document
folder and just say notes i additionally
could add folders for videos or other
different categories once I’ve done that
I actually can add new documents so
let’s go ahead and add another document
so as you can see here I’ve just got
some generic samples I’m gonna grab a
couple of different documents once I add
those documents as you’re noticing I can
add more than one file at a time also
have the ability to drag and drop from a
network drive or the desktop or
different other places now that Ian’s
added these files maybe he decides he
wants to open and view them or maybe
even edit them we do have the ability to
right-click and do quite a few things on
different documents we can open them in
the viewer to annotate and redact them
we can edit them we can email them out
we can kick off a task for one or many
documents for someone
else to review so why don’t we do that
why don’t we kick off a task for someone
to review this I’m actually gonna sign
this task for Anne so I’m gonna search
for Anne I’m gonna find your information
and then I’m actually gonna select which
group she has two groups associated her
name so we have to pick which group and
access she has to this task so we’re
gonna have to review this document we’re
gonna do it today and the great thing
about kicking off a document through a
new task is you have the ability to pick
what type of workload wants to go
through we have some sample workflows
here out of the box but really the
difference is is how many different
steps that you want it to go through
whether you wanted to go through a
review approve or check workflow like
this one or possibly a multi-step
approval workflow like the corrective
action we’re gonna go ahead and send it
through the review approve and reject
what you’ll notice here if you go over
the task you’ll actually see that we now
have a task automatically created for
Anne to review this document we’ll come
back to that later
additionally within the documents
section you do have the ability to
upload all types of format so let’s go
ahead and add some more documents we’re
going to go ahead this time and we’re
actually going to upload a Word document
addition to that we’re gonna go ahead
and we’re gonna upload a video file not
only are we gonna upload video let’s go
ahead and upload a couple of images also
you’ll notice here we’ve uploaded PDFs
docx is we’re also uploading JPEGs and
mp4s once again the limitation on format
is that our case does not limit the
format it does not limit the size
it also doesn’t limit what can and can’t
be uploaded unless you decide you want
to do that through configuration
additionally you do have the ability to
email one or many documents so let’s go
ahead and grab a few documents and click
send email when you click on send email
you can send it to many folks in the
system so you can actually select Sally
and and very quickly but you also have
the ability to add in external users if
you decide to do so you do have the
ability to change the subject in the
actual body text once again those
templates can be maintained and changed
in the actual admin module you also have
the ability to unselect certain
documents at this
or unselect all of them and just send a
direct email you can send it as an
attachment a hyperlink or both the
hyperlink would basically be a token
that will allow that person to download
these documents for a temporary time
like three days so we’ll send that off
for an email additionally you also have
the ability edit documents so let’s go
ahead and edit a document let’s pick
this word document and let’s go ahead
and click Edit it does prompt you to
open up in word when you open this
document you’re actually open it online
which means it’s only caching it locally
I didn’t have to save it we can go ahead
and see that there’s already some
information in this maybe I want to edit
and add more information now that I’ve
entered in some information all I have
to do is save this right back out to the
system once I’m back in the application
you’ll notice now this word document as
a second version each time that you edit
a document we retain the original
version and we actually version the
actual new version this is the same way
if we were to annotate or redact let’s
go take a look and show you what that
looks like by opening up a document by
either right clicking and clicking open
or double clicking you’ll land on the
actual document viewer I can actually
see multi-page tips here I can see
actual multiple pages here by clicking
through the thumbnails or by jumping to
the page or going back forward last or
first I also have the ability to add
annotations whether they’re sticky notes
or text annotations once again these are
just annotations that can be moved
around or even deleted you also have the
ability to put on stance whether it’s a
signature you can actually add a
signature if you decide that a signature
change the size of it once again the
signature is specific to the user that
is logged in you also have the ability
to add annotations like a redaction so
let’s go ahead and redact this file when
I add the redaction I do have the
ability to right-click and add notes
about this once again the redactions are
only a temporary thing which means that
they are actually on this as an as an
overlay it’s an overlay on the original
copy so all I have to do is hit save
saving these annotations does not burn
these annotations in you actually have
to burn the annotations to create a new
version so let’s go ahead and do that as
you can see here we’ve got the actual
annotation that’s been burned
then the signature that’s been burned in
in addition to collaborating on these
actual files you do have the ability to
have other users that can log in and
work on this so let’s show you what that
looks like if I come back in with an
you’ll notice that in also can click on
the case module look at that same exact
case and because she has access to it
because she’s associated to that owning
group she can actually come into the
document section and see all the
different documents videos and
information she also has the ability to
add her own documents maybe in this case
she wanted to add a correspondence
associated correspondence is basically
just information that is pulled in that
is a static template stored in the admin
module that then populates that template
with some of the information associated
to this case we take a look and download
it and show you what it looks like a
native format this is what it looks like
some of the information is populated
like date case number title the actual
name address didn’t populate because it
wasn’t available so once again many
users can come in and collaborate on
this actual case whether it’s adding
documents adding tasks or even working
on tasks told you we come back to this
task a little bit later now that we’re
logged in as Ann she can actually go out
to this task and see that Ian wanted her
to review this document she also can see
which documents they wanted her to
review by clicking on that will open up
the actual document so she can actually
see what she’s supposed to review she
can review the document and then she can
either approve it or she can actually
send it for rework let’s go ahead and
approve it so that’s how you collaborate
on documents obviously you can do a lot
of different things like adding
timesheets cost sheets notes even adding
additional metadata to this specific
file you also now can change the status
so if you wanted to mark this as a
closed out case you could actually
change the status to the change Kadett
status button and actually change it to
closed now that we’ve actually taken a
complaint through a workflow evaluated
it and created a case and then taking
that case and actually collaborated on
it at a documents add videos and edited
them whether it was editing them online
emailing them out or even adding
annotations a redaction
let’s actually move through the other
modules in the application so if we move
down to the people module you’ll notice
that we actually have basically a people
database these may be people that are
actually linked directly to a case or a
complaint or just part of the people
database and haven’t been actually or
linked to any complaints or cases you’ll
notice we do have different metadata
that is collected about these individual
users these users obviously can be
attached or search for and added to an
existing complaint or case in addition
the organization module follows the same
paradigm organization list is actually
just a database list that allows you to
see information about an organization
and the metadata associated if they’re
associated to a complainer case you
would see that link and you could
hyperlink directly to that additionally
we have a documents in an actual my
documents module the documents module is
specifically a location or a sandbox
where you can store agency documents or
company documents or HR documents policy
documents training documents whatever it
may be this is a great location to have
really a glorified document management
system you can upload as many documents
as you want by right-clicking on the
folder adding folder structure and
adding documents the great thing about
this is is you do have the ability to
give access to different folks to
actually view these documents these
videos whatever they may be that you
place here these documents are not
directly linked to any case or a
complaint object moving into the search
module the search module is pretty cool
in the fact that it searches not only
metadata but it also searches
information associated to the full-text
search so you’ll notice here I just
typed in full text you’ll notice that I
can narrow down my results facets on the
left hand side to a lot of different
information I’m going to filter down so
specifically a file anything that
actually has these terms in the actual
file once again we also can search for
case numbers complaint numbers whatever
it may be or any keyword associated once
again you’ll notice in the actual
results you do have the ability to
hyperlink out to location
you also have the ability to export this
information we also have a reports
module and there’s reports module we can
run different canned reports that have
been created through the admin console
I’ll show you how to create one later
but let’s go ahead and run one run case
details for today and you’ll see all the
different cases that are actually in the
actual report for today once again you
do have the ability to create table
formed reports like this pie charts
graphs different things along those
lines in your canned reports these are
going to be your reports that you can
actually design in the admin module
you do have the ability to export these
reports not only in XML but other
formats the notifications module is
actually specific to an which means that
an actually sees all the events
associated to things that are assigned
to her work but she’s worked on she has
the ability to obviously search and
narrow down this list using the facets
or the actual key term search up at the
top she also can export this list and
actually hyperlink out to these
individual files tasks or even
complaints moving into this subscription
module very similar user interface as
they search in the notification module
once again it’s an automatic search
specific to an and this would be
anything that an is following so any
case complaint documents that she’s
following specifically which show any
events listed here and then she can once
again she can search to that list filter
down that list or even hyperlink out to
that specific complaint case document
whatever it may be we talked a little
bit earlier about the cost and time
tracking these are very similar modules
in the fact that they keep track of off
all the time and the cost associated to
a specific case or complaint this is
just where the details live so you’ve
got details about this specific person
here the person’s timesheet is for what
hours that person is actually charged to
this specific case or complaint and once
again timesheets can be supported
multiple cases and hours on those cases
and a cost sheet can also do similar the
audit report uses our canned reports or
you can actually generate the system
audit reports all specific elements or
objects and also over a from in two day
criteria so we’ll go ahead and we’ll
actually generate this report
you’ll notice what this can report it
looks very similar to the Kane reports
in the report module this is just a
design report that actually shows
specific data about the actual system
and manual events whether they’re
backend events middle tier events and
you can see where the actual IP
addresses and where they’re actually
coming from you do have the ability to
once again view this in different ways
or export it in different formats let’s
now move into the last module the admin
module this module has a lot of
configuration as we talk through the
actual workflow today and actually some
of the other modules that said
configuration quite a bit the biggest
goal of our case was really to drive the
user configuration through the actual
interface or in the admin module where
you can manipulate a lot of the actual
functionality I’m going to show you how
some of that’s done as you can see your
Security’s your first section how do you
create users how do you actually create
the actual roles and the privileges that
these individual roles have well our
integration with Active Directory allows
you to utilize many different ways to
sync your users over once you think once
you sync your users over you do have the
ability to then tie those individual
groups to functional access control the
functional access Kroll control is the
role based access that I talked about
earlier everything in the application is
driven through role based access which
means that if you do not have the role
associated to your group that role
obviously any of the privileges that
role has you will not have in the system
which means that modules may not be
there for you to see you may not have
the ability to add documents you may not
even have access to a specific case the
great thing about functional access
control is is that you can create as
many individual roles and the privilege
is associated by clicking on the create
role privileges you can edit roles
create new privileges and once again you
can build out your roles and then tie
them back to your functional access
where you tie your role to your group
you also have the ability to hide
specific modules so for instance you
notice that we have all of our modules
on the left-hand side in real-time you
can actually change this so maybe I
don’t want to have access to the actual
cost in time tracking so I’ll go ahead
and room
the cost and you’ll notice very quickly
it already updated to remove the cost
module I could remove other modules too
if I decided to do so additionally you
do have the ability to maintain your
email templates you can see a list of
all the email templates that come out of
the box but you can edit those you know
the actual link to what actual templates
fire when certain things happen like if
it’s a case file when you’re sending
attachments what does that actual
template look like we do also have the
ability to manage your widgets that
first hit homepage that dashboard screen
and all the widgets that are available
to n versus sally vs. ian you have the
ability to maintain those here and see
all the out-of-the-box widgets if you
create your own widgets for your
specific implementation they would also
be listed here and you can give access
to these individual widgets for instance
the team workload is only available to a
role administrator which means that
whoever whatever group that’s tied to
has access to it and I know that Ann
actually has access to it so I’m
actually going to go out and I’m
actually going to take a look to make
sure that she has access to the team
workflow widget so I’m gonna go out and
take a look and see if she has access to
the team workload widget as you can see
here we actually see that she actually
has this on her dashboard now so she’s
utilizing that widget you also see it
here in the actual widget let’s go back
to admin and let’s remove that access
from anyone so go into the dashboard
configuration we’ll actually grab that
team workload widget and we’ll go ahead
and take any access away you’ll notice
that that action was successful let’s go
back to the eff dashboard and take a
look and see what that looks like as you
can see now the widget is completely
stripped away from the actual dashboard
it automatically real-time takes it away
from not only the dashboard but from
anyone from magnet from their actual
list if they had previous access to it
so once again as you notice they’re
restricting modules restricting
Dashboard widgets and also restricting
reports very similar if you want to give
access to the reports you control it
from here if not you can actually take
away the access and then once again real
time it will update the reports module
you’ll notice that the case case details
is only assigned a specific group once
again the case summary is not the
complaint reports are both assigned to
an admin group so let’s go ahead and
that admin group for the complaint
report it was successfully done all I
have to do is go right out to the
reports module and you’ll notice now I
only have two reports maybe I want to
restrict that other complaint report so
I can go right back into the reports
configuration grab that report and
restrict it very easy all in real time
without refreshing your page you’ll
notice that we have updated our reports
list this gives access to restrict not
only your individual modules your
dashboards your reports but you can
restrict them to too many different
variations maybe you want someone have
access to the reports module but you
only want them to have access to a
specific report and not all the reports
so you can get into granular details
also within the reports configuration I
talked about being able to create your
own report by clicking on the report
designer you’ll notice it takes us to
another screen that allows us to browse
out to our existing folders and see the
different files or reports that we
actually have available you can see here
are the four that are available I do
have the ability to select one I can
copy it and work off of that one I can
edit it or I can actually go right back
out to the home screen and I can
actually create a brand-new interactive
report so I’m gonna go ahead and do that
once I click new interactive report I
can actually pick my data source today I
went ahead and picked the art case
database this art case database actually
allows you to see all the different
tables and columns that you can actually
pull a drag and drop from to make it
simple I went ahead and described the
case file I can actually grab any of
many many different tables in the
database that allows you to design your
actual reports right here in this screen
all you have to do is actually grab the
actual column you want like case ID and
then you can actually drop it right into
the actual form so what I got to do is
grab case number and we’ll drop it right
in here you can actually then change
whether you want it to be group or
columned we’re gonna go ahead and add a
few other things let’s go ahead and grab
the actual date or maybe let’s go ahead
and grab the actual case type and let’s
put it in as a column also additionally
to that we can actually add some other
information maybe you wanted to add the
modified date that’s again there’s a lot
of information you can add this is just
a sampling of what you can do you can
add for many different tables combining
and then you can actually group them
together maybe you wanted to group them
by the actual case number the great
thing about this is it’s as easy as
dragging and dropping this information
you also have the ability to format this
in any way you want to whether it’s
color you can change the actual format
to really anything you want
you also can double click and actually
change the actual information you can
actually change the information by just
double-clicking enter the information
hit enter
you also can actually change a lot of
the titles and columns here in the
actual form you also can change the
actual title of each of the columns here
in the report you also have the ability
to drag and drop with the columns around
you also have the ability to actually
restrict the information and sort the
information aggregate the information
summarize the information things along
those lines
extremely robust very simply though
we’ll go ahead and we’ll just save this
and we will decide what this actual form
is called we’ll decide that this form is
actually going to be located in the art
case folder and we’re going to call this
case details too we’ll save it once
we’ve saved this one we got to do is go
back synchronize the actual forms you’ll
notice that we have case details and
then we can give someone access to it
let’s just give it to an the
administrator so let’s go back out to
the reports module and you’ll notice now
case details too is available and it can
be wrong going back into the admin
section there’s a lot of other bells and
whistles you can create your own forms
your own workflow the workflow can
actually you can see all the different
workflows associated you also have the
ability to create your own data model
this data model obviously can leverage
really anything that’s BPMN 2.0
compliant so if you created your actual
workflows and say Visio or in this case
we have a direct link to the activity
designer you can actually design your
own workflows and here are some of the
workflows that I’ve already designed we
can go ahead and double click and open
up one of those workflows I actually
designing our workflows here in the
activity designer you actually can go in
and once you’ve designed it you can
upload that workflow right into this
individual section in admin once you’ve
done that you then can utilize the
workflow in admin some of the actual
workflows that we’ve already designed
you can take a look and see what
look like that’s a two-step workflow
this is the one we used earlier in our
workflow for the review and rework task
and approval steps you also have the
ability to tie the actual forms and the
workflows to gather in an actual rule
spreadsheet additionally some of the
other bells and whistles that you have
is you do have the ability to change
labels so you can change labels whether
they’re actual labels for the modules
labels for columns things along those
lines it’s very easy to do so so let me
just show you very quickly if I go into
the actual module core which allows me
to change the module names on the Left
navigation let me go ahead and type in
complain as I started typing in
complaints you’ll notice there’s quite a
few complaints in here and you can see
the left navigation is set up as
complaints let’s go ahead and change
this maybe when we wanted to copy call
it incident once I actually update that
I’ll have to do is do a quick refresh
once i refresh it will then grab the new
label bundle and you’ll see that you
have updated the actual labels this is
really great for those that want to
utilize our case out-of-the-box for the
most part but we want to change the
terminology every business has their own
terminology so it’s very easy to do this
in these robust labels in addition one
of the other major powerful things in
Advent allows you to change all of these
different look-up tables so I talked
about the different case types you can
change your case types by basically just
adding a new case type you can edit an
existing one or delete one maybe you
want to change the actual document types
associated to your actual document list
maybe you don’t want it to be other an
invoice you can actually delete that
list and add in example if I enter in an
example all I have to do is now go and
take a look to see if other attachment
and example make sure it’s in my
document management section so I have to
do is right click hit document that you
can see here it is available to me so
once again the actual lookups label
configuration things along those lines
are extremely robust you also have the
ability to upload logos and even custom
CSS to change the look and feel of the
information in addition you can also
create um correspondence templates like
we talked about earlier when you upload
a correspondence templates to a specific
complaint or case it pulls in the
information in that case so it utilizes
a static template
you see here the one that we use today
was the acknowledgment letter if I open
up that acknowledgment letter you’ll
notice why it’s actually a template if I
open that up you’ll notice why it’s
actually a template as you can see here
there’s some static information on here
but some of these actual merge terms are
where we pull in the actual metadata
from the individual case or complaint to
populate the specific correspondence
once again a correspondence can still be
uploaded to a case then edited either
online or offline and then you can
actually email them out so there’s a lot
that can be done it just gets you from a
blank starting page to basically
utilizing one your static templates to
pre-populate information so as you can
see there there’s a lot of information
within the admin section I hope you
enjoyed this overall demo of the art
case legal version our case is extremely
robust to support many different
businesses and many different types of
use cases legal just happens to be one
of those that we see on a day to day
basis or the ability to create a
complaint take it over to an actual case
and use a workflow to actually process
that information once again this was our
case the product