Call : (+91) 968636 4243
Mail : info@EncartaLabs.com
EncartaLabs

Opentext Content Server - Managing Documents

( Duration: 3 Days )

The Managing Documents in OpenText Content Server training course provides the knowledge necessary to manage your organization's information in Content Server. You will learn to use search tools, and find information using metadata, such as categories and attributes. You will explore the permissions for document management items from the Smart UI. To further manage your documents using the Classic UI, you will work with compound documents, emails, the advanced searching functionality, and explore users and groups to set group leaders for facilitating group management and configure the editor group settings. You will also work with briefcases allowing you to download documents from Enterprise Connect to work with them on a local file system that does not have Enterprise Connect installed.

By attending Managing Documents in OpenText Content Server workshop, delegates will learn to:

  • Navigate Content Server by utilizing the various Content Server tools
  • Manage documents by adding, editing, versioning, and deleting them in the Smart UI and Classic UI based on your document permissions
  • Find information using collections, shortcuts, versions, and generations
  • Personalize your user environment

  • Familiarity with Windows, a Windows-based word processing package, and a Web browser

This Managing Documents in OpenText Content Server class is ideal for Anyone interested in Managing Documents using Opentext Content Server.

COURSE AGENDA

1

Navigate throughout Content Server in the Smart UI and Classic UI

2

Add folders/documents

3

Add major and minor versions to documents

4

Share items through email

5

Send and view emails using the Zip & Email feature

6

Add emails to a Content Server folder

7

Build a collection

8

Create a category with attributes/attribute sets

9

Apply a category to a folder

10

Create custom columns

11

Create a virtual folder

12

Search for information in Smart UI and Classic UI

13

Create search forms

14

Save search queries

15

Control access to information

16

Assign eDiscovery rights

17

Work with compound documents

18

Apply ACL to items and it sub-items

19

Set a group leader

20

Personalize your user environment

21

Access and work with folders/documents in Enterprise Connect

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

Top
Notice
X