Megan Dickerson

About Megan:

Megan has helped firms with automation, security, updates, and purges. She provides extra documentation to clients so they can learn as she helps.

Collection-Master Expertise:

• Documents & Reports
  • Set up document workflow and automation, including mail merge
  • Set up, edit, and fix document macros/templates
  • Create and edit Smart Document scripts
  • Create and edit report templates
  • Build reports and queries
  • Automate [3-2] Report Generator 
• System Management
  • Install/update CM and VLM
  • Workstation setup
  • Group Security/Zone Security setup
  • Perform vPurge

Megan’s Links:

• vPurge for Data Retention Compliance (link)