Course Overview
This three-day course about Content Manager teaches students to use advanced features of Content Manager.
This course is for business users who are responsible for the day-to-day operations of an organization and who might have elevated responsibility in the Content Manager tool. You will learn how to use different Content Manager clients, view records and metadata, create and edit records, search for records and save searches, use document queues, work with revisions, and check documents out to edit them and check them back into Content Manager.
The course uses lectures and a series of hands-on labs to present the course material.</p>
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.
Who should attend
The audience includes, but is not limited to: Content Managers, Records Coordinators, senior business staff, power users, Inquiry Users, and/or core project team members.
Prerequisites
To be successful in this course, you should have the following prerequisite skills or knowledge:
- Knowledge of records management principles and internal business processes.
- Basic knowledge of and comfort working with software; including simple keyboard and mouse skills, as well as knowledge of Microsoft Office and other Windows-based programs.
- While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.
Course Objectives
On completion of this course, you should be able to:
- Describe the ECM and the purpose of Content Manager.
- Provide an overview the Content Manager interfaces.
- Use the Search functionality in Content Manager.
- Create records within Content Manager.
- Work with records within Content Manager.
- Edit records and perform document management within Content Manager.
- Work with document queues.
- Provide an overview the Content Manager-MS Outlook integration.
- Use alerts and user labels.
- Explore user customization.
- Work with Office 365 Integration
- Work with the Web client.
Course Content
- Module 1: Course Overview
- Module 2: ECM and Purpose of Content Manager
- Module 3: Overview of the Content Manager Interfaces
- Module 4: Search Functionality in Content Manager
- Module 5: Creating Records
- Module 6: Working with Records in Content Manager
- Module 7: Editing Records (Document Management)
- Module 8: Working with Document Queues
- Module 9: Content Manager Integration with Microsoft Outlook
- Module 10: Working with Alerts, User Labels, and Records
- Module 11: Customizing User Options in Content Manager
- Module 12: Working with Content Manager Web Client
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