Using Firmex
Readying thousands of projects every year, we've found three proven methods of getting you started in Firmex:
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Live one-on-one training: Firmex Quick Start Program
Available for all Firmex clients free of charge, the Firmex Quick Start program sets every project, deal or transaction on the right track – even in the tightest timelines:
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Discovery – Within minutes of becoming a new Firmex client, our team is available to discuss your needs and share best practices
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Training – Training sessions are always private and unique to each client; you decide who is invited and what project-specific information is included
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Courtesy Audit – Our team knows how critical it is for your project, deal or transaction to go smoothly, and can help review everything before it starts
Train With Us
2
Teach yourself online: Firmex Knowledge Base
On-demand access to training videos is available to all users throughout the duration of each project:
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In-depth "how do I" videos allow you to train yourself on your own time, at your own pace
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Extensive Knowledge Base for self-guided learning
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Use to review concepts or topics that may need clarification
Teach Yourself
3
Firmex Professional Services
We know the value of an extra pair of hands. Call us to discuss your needs, and if you want us to do the work we will immediately provide you with a quote.
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Managing Folder Structures
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Uploading/Deleting/Moving
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Documents Decrypting Files with Applied Security
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Adding/Deleting Groups of Users
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Setting Users Permissions
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Sending Project Invites
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Applying Security to Documents
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Delivering/Creating Custom Reports
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DVD Archives
Need A Hand? Professional Services
