This video guide is an introduction to Equinox IPMS.
This demo video contains the following sections:
• 0:00 Introduction
• 00:47 Get to know your way around Equinox IPMS
• 00:52 Main dashboard
• 01:56 Reports tab
• 05:13 Address book tab
• 07:15 Finance tab
• 08:38 System tab
• 10:26 Links in the top right corner of the dashboard
• 11:13 Global search bar
• 12:36 All cases tab
• 13:55 All tasks tab & the handy 'options' section
• 15:39 Let's go into a little more detail
• 18:39 Case details tab
• 20:05 Adding tasks to a case individually or in bulk
• 24:40 Inputting filing numbers
• 25:30 Adding charges & generating invoices
• 29:57 Adding, editing & managing documents
• 32:36 Using the Equinox Microsoft Office plugin
• 35:32 Case families
• 37:57 Commentary tab & contacts tab