1-1104 Using eDOCS DM

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

 

 

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