1. Bryan Proctor, Account Manager

2. Tips and Tricks  Version of ClientSpace  Password Configuration  Document Management  Task Enhancements  Systems Administration  ClientSpaceNEXT

3. ClientSpace Version in Classic and NEXT

4. Password configuration options available in ClientSpace

5. Password Options Number of failed login attempts Expiring sessions Forced password resets Password complexity

6. Password Complexity Options It is important to note that you can require up to 3 levels (of 4 options) of password complexity. The 4 options for password complexity are: Letters required Numbers required Mixed Case (upper and lower) required Special Characters required

7. Document Management Outlook Add-In Document versioning Bar coding File upload utility

8. Outlook Add-In

9. Document versioning

10. Document Bar Coding

11. File Upload Utility

13. Task Enhancements

14. Recurring Tasks Task Auto Complete Template Task “More Info” field uses

15. System Admin

17. System Admin shortcut

18. ClientSpace NEXT

19. Work Items

20. Action Center

21. Search parameters