Reliance Document ONE Introduction

Outcomes

This course is designed to introduce Reliance Document ONE. Through lecture, demonstrations and workshops, participants will gain the knowledge and skills required to create and work with the content in Document ONE Libraries.

Prerequisites

Lotus Notes: Working in Domino Databases, or equivalent skills, knowledge and experience
A minimum of 3 months experience working with Lotus Notes databases, not including Lotus Notes Mail.

What should you be familiar with?

This session is recommended for experienced Lotus Notes Users who will use Document ONE as their content management system

Session Length

1 Day, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session

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INTRODUCTION TO DOCUMENT ONE Libraries File Classifications Folders Documents Templates SECURITY AND ROLES Roles Levels of Security USING DOCUMENT ONE FOR THE FIRST TIME Explanation of the Database Icons Opening a Document Library Using Views Reading / Viewing Documents Accessing Your Favourite Documents and Folders Creating Documents Create A New Word Document Edit the Document you Just Created Create A New Excel Document Create A Document based on a Template Import Existing Documents

Things You Can Do with Documents Check a Document Out Create a Diary Note Email a Document to Someone Follow a Document Through Its Life-cycle Create a Document Make a Backup Copy (i.e. Save as Revision) Assign the Document to Another User for Review Formally Complete the Document Create a New Version of the Document Ways of Finding Documents Drag & Drop into My Favourites Open the My Documents View Open the Registered View Open the Last Edited View Search this Library Search across Libraries More Advanced Things You Can Do with Documents Update Metadata in a Completed Document Create a New Copy of a Document Create a Cross Reference Move a Document

Performance-based objectives

• Understand the Document ONE system and components
• Understand the concept of a Managed File
• Creating Document ONE documents.
• Editing Document ONE documents.
• Importing Documents into Document ONE.
• Complete additional keyword and Metadata fields within a Document ONE document.
• Work with copies, versions and cross-references.
• Searching for content within and across Document Libraries.