Document Management

Document management processing

About this course

The purpose of this training is to provide the ability to complete Document Management processing within TechnologyOne Ci Anywhere Enterprise Content Management.

Course code

ECM1501

Software release

2020A

Duration

2 days

Product

Enterprise Content Management

Prerequisites

Navigation in Ci Anywhere

Topics covered

  • Explain what ECM is, why customers implement ECM and the benefits of using ECM
  • Navigate Ci Anywhere
  • Add Documents to ECM
  • Search for documents using different methods
  • Edit ECM Documents
  • Register E Mails
  • Manage Task list
  • Perform Advanced ECM functions as listed: Respond, Relate, Send, Bulk Modify Document Metadata, Bulk Modify Index
  • Links and Share Index Links: Create Documents from ECM Templates, Use ECM Clipboard, Use Document URL and Document PDF URL options, Create and Move Virtual Documents
  • Explain options in the Ci Anywhere Menu

Availability

Course registration

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