PracticeWorks: Downloading an Expert from the Expert Exchange

Document created by tshaw Employee on Aug 25, 2016
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To download an expert from the Expert Exchange, follow these steps:
1. Click Experts.
2. Click PracticeWorks Expert Exchange.
3. Click the + next to PW Support.
4. Click on the desired Expert.
5. Click the box next to Install to Tutorial Database, to remove the check mark.
6. Click Download.
7. Click Accept at the first prompt.
8. Click Accept at the second prompt.
9. Click OK.
10. Click Close.
11. Close the Expert Exchange window.

 

Note: After an Expert is downloaded from The Expert Exchange, the office will find it in PracticeWorks under Experts > Contact Expert > User defined.

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