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Who is this training for?
How long will this take?
What is included in this course?
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Who is this training for?
Senior stakeholders and deal oversight roles who are new to iManage Closing Folders and need to get up and running quickly with secure access, navigation, and deal tracking.
How long will this take?
Self paced training is designed to be consumed at your own speed, enabling you to consume content on your own schedule.
For this course, iManage recommends allowing a minimum of 2 hours to consume all courseware.
Included with useiManage Premium
useiManage Premium subscribers can utilize one of their self-paced training entitlements to register for this course and the certification exam.
Course breakdown
Expand each module below for an explanation of contents
Introduction
Introduction to the Getting to Know iManage Closing Folders program.
Module 1 - Introduction to iManage Closing Folders
Your first look at iManage Closing Folders: what it does, how it transforms the closing process, and where to go next based on your role.
Module 2 - Navigating the Interface
A guided tour of the Closing Folders interface, covering the three core features, every section of the sidebar, where to find help, and how to stay up to date.
Module 3 - Logging in and setting up
How to activate your account, log in securely, set up your profile, and understand what you can access based on your permission level.
Module 4 - Locating and navigating deals
How to find and navigate your deals, track progress across items, signatures and files, and add notes and sign-off comments directly in the agenda.
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