About this Webinar
Is your Exterro platform working as hard as you are? The right configuration can be the difference between a cluttered workspace and a streamlined, high-speed workflow. This session is designed to help you go beyond the defaults and take control of your environment.
Why You Should Attend: Settings aren't just technical checkboxes—they are the key to making the platform feel like it was built specifically for your role. We’ll dive into the various configuration options available across the Exterro platform, showing you how to eliminate noise and surface the data that matters most to you and your team.
What We’ll Cover:
- Global vs. Local Settings: Understanding how to balance organization-wide standards with your personal preferences.
- Efficiency Hacks: Discover hidden settings that reduce repetitive tasks and automate your most frequent actions.
- Module-Specific Tuning: A walkthrough of the best ways to configure the specific Exterro modules you use every day.
- Collaborative Configurations: Tips on setting up shared views and preferences to help your team stay in sync.
Stop clicking through clutter. Join us and XCelerate your skills by mastering the art of the perfect setup.
Presenters
Exterro Marketing
Jean Donaldson
Director of Education and Enablement, Exterro
Jean Donaldson is a Sr. Director, Solutions Consulting at Exterro where she has been a subject matter expert in our product set for 9 years. Prior to joining Exterro, Jean spent 12 years at small law firms in the DC area as the IT Manager/Lit Support manager and 2 years working for Lockheed Martin embedded in the Civil Division of the DOJ where she was the Program Manager for the Litigation Support Training Department and Help Desk.