Knowledge Base

 

Cott Webinars

Resolution3 Indexing

Webinar Series

 

Sessions:

*Cost is $50 per session, per registrant.

+Must be registered by 5:00 pm EST, day before webinar.

++Cott reserves the right to cancel webinars that do not have at least 3 registrants.

 

Basic eSearch Webinars

*Ideal for both your staff & searching community.

   

     Dates:

          1. March 13 — 10 AM 

          2. March 2710 AM 

     Topics:

  • Search general overview

  • Using wildcards to find best results

  • How to sort results

  • Printing search criteria, search results and images

  • View selected images – navigating through images

  • Husband/Wife search

 

1. Indexing – Tips & Tricks 

     Date:

        March 810 AM    

        

     Topics:

  • Shortcut keys
    • Ctrl keys
    • Moving through tabs without using the mouse
  • Manipulating Names and Property Entries
    • Reordering without deleting work already completed
    • Modifying without deleting work already completed
    • Copying from previously indexed instruments
  • The Originals Tab
    • Discuss the difference between the FIND, ADD, VIEW buttons
    • Explain the option boxes in Original Tab
  • Difference between Load Pre-Assigned and Load Workgroup
  • Viewing records already indexed and verified
  • Key from Image Functions
    • Warning messages when accessing a group of work – what do they mean?
  • How to copy data from an image without typing
                                 

 

2. Indexing – Administrative Functions (part 1)

     Dates:

          1. March 15 — 10 AM 

       

     Topics:

  • Online Corrections vs. View Records
  • Unlocking Records/Workgroups
  • Managerial Modification
  • Workgroup Locator
  • Rejecting Documents
  • Review Existing Options Available
    • Proof/Correct vs. Key Verify
    • Workgroups vs. Document Control
    • Key Data from Image
    • Auto Indexing
    • Requiring Kind Entry
    • Locking File Date
    • Auto Selecting Workgroups
  • Indexing Documents with over 100 Names                               

                    

 

3. Indexing – Administrative Functions (part 2)

     Dates:

          1. March 22 — 10 AM 

       

     Topics:


  • Subdivisions/Condominiums
    • Adding/Modifying entries in table
    • Consolidating entries in table
  • Name Codes - Adding/Modifying
    • Entries in Table
  • Adding Frequently Used Addresses for
    • Mailing Labels
  • Kind Codes
    • Discussion on grouping/titles of kinds – how does this affect searching records?
    • Consolidating kinds
    • Securing certain kinds of records

                                

 

4. IndexingReports  

     Dates:

          1. March 29 — 10 AM 

       

     Topics:

  • Productivity Report
  • Correction Report
  • Instrument Status Listing
  • Key Verify Statistics
  • Daily Register Report
  • Document Flow
  • Firm Occurs Report
  • Filing Statistics
  • Index Print
  • Instrument Occurs Report
  • Post Cards by Kind of Document

 

                              

Basic eSearch Webinars

*Ideal for both your staff & searching community.

   

     Dates:

          1. March 13 — 10 AM 

          2. March 2710 AM 

     Topics:

  • Search general overview

  • Using wildcards to find best results

  • How to sort results

  • Printing search criteria, search results and images

  • View selected images – navigating through images

  • Husband/Wife search

 

 

 

 


 

 

 

 

Webinar Topics:

Basic eSearch:

#1. March 13

#2. March 27

Indexing:

#1. Indexing Tips & Tricks

#2. Administrative  Functions (part 1)

#3. Administrative  Functions (part 2)

#4. Indexing Reports

 

 

 

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