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





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.



This course is not available on our public schedule, call us on 1800 456 002 or EMAIL to book this course


 
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