Past Events › Bootcamp Track

2026-05-31T00:00:00-05:00
  • Deeper Dive – New Features

    A deeper dive into the new features we've added to the platform. What they are and how to use them.

  • Document Management/Live Annotations

    We’ve made some powerful improvements to our document management system. We'll take a look at how to utilize those improvements and integrate them into your processes.

  • Beginners Excel – CSV-2

    Data can provide powerful insights if you can understand it. In this session, we make sense of the CSV-2 report, and how to leverage Excel to generate custom reports.

  • New Adverse Action Process

    Adverse action can now be configured at the jurisdiction level. We'll take a look at how to do this.

  • Pricing Beta

    There's a new way to configure everyone's favorite task: pricing! In this session, we will show you how to use the new pricing beta interface to make pricing setup easy-peasy.

  • Visions for 2022

    In this session, Barry will tell you what he has in mind for the next year and lead a discussion to hear your thoughts.

  • Conference Recap

    We'll go back over the things we've been talking about, and the things you've been telling us, to make sure we're all on the same wavelength. You'll leave with a [...]

  • Accio Labs

    If you can stay after lunch, we'll have Accio Service representatives on-site at the conference center in case you'd like some personalized, one-on-one support or training. If you've had a [...]

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