Course description
Highlights:
- Explaining Enterprise Content Management.
- Getting familiar with the three different Content Manager clients.
- Searching for records using a simple search or an advanced search (Boolean, multi-field, or string search).
- Creating records using three different methods.
- Setting up custom validation rules.
- Viewing document records.
- Creating, saving, and using saved searches.
- Checking out documents for editing and checking them back in.
- Previewing documents and renditions.
- Editing documents using native applications and the Microsoft Office and O365 integration.
- Creating and processing document queues.
