Document tagging for template administrators

We offer two tagging training sessions: 

Introduction to tagging | Online | Duration: 1.5 hours

Introduction to tagging is an online training session targeted at staff who are tasked with coding documents in your firm. The main objective of the training is to provide you with an overview of clients and matter fields, the library, and how to create a document using simple tags.

Advanced Tagging Workshop | Onsite | Duration: 1 day

The Advanced Tagging Workshop is a full day training session with the staff who are tasked with coding documents in your firm. The main objective of the workshop is to provide your template administrators with the information required to code documents in PracticeEvolve.

We will work with your staff to create a core set of blank letters and recommend that you have an electronic copy of some documents you expect to be very difficult to work on with you at the workshop.

Important Information

Please contact us to arrange a training session: 

Due to high demand, please provide at least: 

  • 7 days notice for online training, and
  • 21 days notice for onsite training sessions.  

Please also note the following: 

  • The training services specified in this section are chargeable services, and are charged at hourly rates for training online, or a flat daily rate for training onsite at your firm. 
  • Where there is a balance of prepaid training hours for your company, we will provide you with a quote for the remaining hours required for training. 

Training Agendas


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