We’ll explore FileTrail’s Master List and unlimited user-defined fields (UDFs) and how these features allow organizations to tailor metadata and workflows to their needs. But we’ll also go a step further, showing how FileTrail is adapting to evolving client demands through integrations with critical tools like Office365, Litera CAM, and other DMS and productivity platforms.
What you’ll learn:
- How the Master List supports scalable, centralized governance
- Ways to use UDFs for rich metadata configuration
- The growing importance of integrations in governance strategies
- How FileTrail connects with CAM, Office365, and your DMS to reduce silos
- Real-world client success stories and implementation tips
Speakers
Senior Product Manager at Litera
Solutions Sales Executive at Litera
Solutions Manager, IG & Collaboration at In Out Source
Manager, Solutions Engineering, IG Practice at In Out Source
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
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Resources
From Chaos to Control: 7 Lessons from IG Leaders on Navigating Governance, Systems, and Change
From Chaos to Control: 7 Lessons from IG Leaders on Navigating Governance, Systems, and Change
From Chaos to Control: 7 Lessons from IG Leaders on Navigating Governance, Systems, and Change