1. Introduction - Level Set & ECM Access - New Admin Layout and other screen options
2. ECM Content / Document Data
3. Datalinks/workflow – what you can do to view and use data
4. New 2024.1 ECM features:
   1. How to build new searches and use efficiently for different workflows and roles in the business
   2. Reporting – How to build reports in ECM and a few examples to take home. Including some we know you may be wishing for.
   3. Creating reports using ECM Dataset and SQL Dataset

Audience: 

• Accounts Payable 
• Finance 
• IT - Epicor ECM (DocStar) Administrators 

Prerequisites: 

• General knowledge of Epicor ECM (DocStar) 

This is a paid session. To officially register you must login to your registration and add this session and confirm payment.