Reliance Document ONE
Power User


Outcomes

This course is designed to build on the skills introduced in the Reliance Document ONE Introduction course. 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.
Reliance Document ONE: Introduction to Document ONE course, or equivalent skills, knowledge and experience


What should you be familiar with?

This session is recommended for experienced Lotus Notes Power Users who will perform content creation, manipulation and maintenance tasks within Reliance Document ONE

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





REVIEW: INTRODUCTION TO DOCUMENT ONE

REVIEW: SECURITY AND ROLES

REVIEW: USING DOCUMENT ONE FOR THE FIRST TIME

REVIEW: CREATING DOCUMENTS
Creating a New Blank Document
Creating a Document from Template(s)
Creating a Document from Existing File(s)
Creating a Document Containing Text Only (i.e. No Files)
Completing the Standard Metadata Fields
Completing the Custom Metadata Fields (if applicable)
Saving your New Document
Registering a Physical Document

EDITING DOCUMENTS
Editing a Document Directly From a View
Editing a Document After Opening It First
Read and Edit Modes
What to Do If Another User is Editing a Document
Unlocking Locked Documents
Saving Your Changes
Working with Managed Files
Changing the State of Publication and/or Status of a Document
Creating a Copy of an Existing Document
Creating a Backup Copy (i.e. a Revision) of a Document
Creating a New Version of a Document
Creating Cross-Reference Documents (Place Holder Documents)
Adding a Link to a Related Document
Checking Out a Document

OTHER DOCUMENT FUNCTIONS
Deleting a Document
Moving Documents
Creating a Diary Note or a To Do Entry
Bookmarking Favourite Documents or Folders
Converting Documents to PDF Format
Merging Documents with MS Word Templates
EMAILS
Emailing Documents from within Libraries
Filing Emails into Libraries from your Mail File
Appending Links or Managed Files to New Emails
Filing Emails that You Send

SEARCHING FOR DOCUMENTS
Search this Library
Search across Libraries
Specifying Search Criteria
Clearing Search Criteria
Starting a Search
Saving and Repeating Searches
Searching for Folders
Using the Custom Report View to Search for Documents

ASSIGNING DOCUMENTS
Assigning a Document for Draft or Direct Action
Assigning a Document For Information Only
Assigning a Document for Review
Assigning a Document for Approval
Viewing Documents that have been Assigned
Actioning Assigned Documents
Delegating Assigned Documents to Other Users

FOLDERS
The Folders View
Adding a Document Directly into a Folder
Creating Temporary Folders
Maintaining Your Own List of Favourite Folders
Requesting a Folder
Searching for Folders

SAVE CONFLICTS AND REPLICATION CONFLICTS
Save Conflicts
Replication Conflicts
Notification of Replication Conflicts

USING DOCUMENT ONE WHILE AWAY FROM THE OFFICE
Differences when Working Locally
Avoiding Replication Conflicts
Instructions for Using Replication Formulas





Performance-based objectives
  • Creating Document ONE documents.
  • Editing Document ONE documents.
  • Check in/out and complete documents
  • Managing Document ONE documents.
  • Searching within and across Document Libraries
  • Assigning and Reviewing Document ONE documents.
  • Working with and Managing folders.
  • Managing Conflicts and Replication errors.
  • Working off-line with Document ONE.



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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