Course Overview
This course presents the importing and profiling of documents into eDOCS DM using the various interfaces: Windows Explorer DM Extension, Microsoft Outlook DM Extension, DM Webtop, and DM InfoCenter. After adding documents into the DM, we will learn to add versions and subversions when editing documents. Then, we will use different search methods, as well as create folders and Workspaces to organize and find our documents. When eDOCS DM is “offline”, we will learn to work with Attaché to be able keep working with our managed documents. Furthermore, we will learn to customize the various DM interfaces and set our profile defaults.
Prerequisites
● Experience with Microsoft Windows
● General computer experience
Audience Profile
Business User, Business Analyst, Administrator
Learning Objectives
● Navigating Windows Explorer DM Extension desktop
● Import and profile documents
● Create and import versions to documents
● Use profile search and advanced search
● Create Quick Searches
● Create folders and sub-folders to organize documents
● Create Workspaces
● Use Attaché
● Customize DM Extension desktop
● Set profile defaults
● Navigating Microsoft Outlook DM Extension
● Navigating DM Webtop
● Navigating InfoCenter
Content Outline
Importing, profiling, and versioning documents
Searching and using Quick Searches to find documents
Using folders and Workspaces to organize documents
FAQs
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A: We would always suggest you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, due to some contingency, if you have to skip the class, Radiant Techlearning will help you with the recorded session of that specific day. However, those recorded sessions are meant only for personal consumption & NOT for distribution or commercial use.
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