Tracy Phillips

Tracy Phillips Email and Phone Number

HotDocs Software Developer & Trainer @ HotDocs Group
carrington, midlothian, united kingdom
Tracy Phillips's Location
Spokane-Coeur d'Alene Area, United States
About Tracy Phillips

Tracy Phillips is a HotDocs Software Developer & Trainer at HotDocs Group. She possess expertise in project management, customer service, microsoft office, certified hotdocs software developer, word wrangler and 4 more skills.

Tracy Phillips's Current Company Details
HotDocs Group

Hotdocs Group

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HotDocs Software Developer & Trainer
carrington, midlothian, united kingdom
Website:
hotdocs.co.uk
Employees:
22
Tracy Phillips Work Experience Details
  • Hotdocs Group
    Hotdocs Developer; Document Automator At Helpwithhotdocs Llc
    Hotdocs Group May 2008 - Present
    Remote
    HotDocs Developer - variety of projects:Creating new templates, custom interviews and libraries.Rehabilitating broken, incomplete or outdated HotDocs templates to get them working.Customize third party templates including state forms.Specializing in WealthCounsel customizations, especially WealthDocx7 and WealthDocs62, and ElderDocx customizations and reconciling after an update.Available for Personalized Virtual Training And Support to help you build your own library and get your templates started with a custom interview, then with assistance as needed answering questions and creating computations to your specs.Affiliations: HelpWithHotDocs LLC, MichaelMatters.com, DocumentBuilders.comHotDocs Certified Independent Consultant
  • Bank Of America Merchant Services
    Document Automation Group, Hotdocs Developer (Contract)
    Bank Of America Merchant Services Sep 2016 - Jan 2017
    Remote
    Placed at Bank of America by TekSysyems. Worked with Document Automation Group to create a Loan Template for small businesses by year end. Also helped with completion of Spousal Special Planning logic, indexing in computations to evaluate relationships between parties to an agreement, sample inserted shared signature block that sets variables on the face of template to track & apply format levels, and a letter mailing computation that groups address so parties at the same address get one letter addressed to multiple people, with customizable salutation options.
  • Wealthcounsel, Llc
    Hotdocs Legal Software Developer
    Wealthcounsel, Llc Jan 2012 - Jun 2016
    Wrote the WealthDocx7 User Guide for Customizing & Reconciling after an Update.Customized HotDocs templates for individual members.Created custom style sheets with multi-level numbering.Automated templates using HotDocs software & MS Word.Training: one-on-one, group, & webinar.Software testing and troubleshooting.Familiar with WealthDocx, BusinessDocx, GunDocx, & ElderDocx software.
  • Wealthcounsel, Llc
    Wealthcounsel Software Support Representative
    Wealthcounsel, Llc Aug 2008 - Jan 2012
    Remote
    Assisted members with software installations and initial setup.Responded to questions about how to use the software.Documented issues to be triaged over to other departments for resolution.Repaired Word documents with style and pagination issues.Created and maintained User GuidesRrecorded training videos.Hosted live webinars.
  • Simpson Thacher & Bartlett Llp
    Independent Consultant For Software Rollouts And Training
    Simpson Thacher & Bartlett Llp Sep 1998 - May 1999
    Nyc
    Documented new processes.Provided floor support.Worked on help desk.Substituted when help desk manager was out.
  • Shearman & Sterling Llp
    Independent Consultant For Software Rollouts And Training
    Shearman & Sterling Llp Mar 1997 - Aug 1998
    Nyc
    Learned new software.Wrote documentation.Held training classes.Provided floor support.Set up testing process.Managed other consultants.
  • Nordstrom
    Regional Manager; Budgeting And It
    Nordstrom Sep 1990 - Mar 1997
    Coordinating the budget for seven stores in the northeast region; forecasting year end projections and educating store-level managers & buyers in all things mathematical.

Tracy Phillips Skills

Project Management Customer Service Microsoft Office Certified Hotdocs Software Developer Word Wrangler Software Documentation Teaching And Training Help Desk Support Process Improvement

Tracy Phillips Education Details

Frequently Asked Questions about Tracy Phillips

What company does Tracy Phillips work for?

Tracy Phillips works for Hotdocs Group

What is Tracy Phillips's role at the current company?

Tracy Phillips's current role is HotDocs Software Developer & Trainer.

What is Tracy Phillips's email address?

Tracy Phillips's email address is ho****@****aol.com

What is Tracy Phillips's direct phone number?

Tracy Phillips's direct phone number is +181457*****

What schools did Tracy Phillips attend?

Tracy Phillips attended University Of Waterloo, York Mills, Toronto.

What skills is Tracy Phillips known for?

Tracy Phillips has skills like Project Management, Customer Service, Microsoft Office, Certified Hotdocs Software Developer, Word Wrangler, Software Documentation, Teaching And Training, Help Desk Support, Process Improvement.

Who are Tracy Phillips's colleagues?

Tracy Phillips's colleagues are Becky Gibb, Bern Tirado, Andrew Fraser, Dave Paterson, Berlin Berlin.

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