Course Description

This course provides all the core information you need to use Content Server on a day-to-day basis. It is designed for business users and knowledge workers who need an understanding of core Content Server features. Through the Classic View you will be sharing and managing your information such as adding/accessing documents, copying/moving, deleting/restoring, working with emails, and locating the information you need.

To help organize and find the documents easier, you will learn to use search tools. Other ways to find information include marking items as favorites, building collections, using shortcuts, and tracking important versions with generations. By the end of this course, you will understand document management permissions and how to tailor your content server environment.

Highlights:

• Navigate Content Server
• Manage content by adding, editing, versioning, and deleting items
• Edit documents offline
• Work with email features
• Understand document permissions
• Access information and find content
• Personalize your environment

On completion of this course, participants should be able to:

• Navigate Content Server
• Add folders/documents to Content Server
• Add major and minor versions to documents
• Add saved emails to a Content Server folder
• Edit and save document from their native applications
• Use Manage Local Document feature to work with documents offline
• Create a favorite
• Build a collection
• Create shortcuts and generations
• Create an Outlook Quick Step
• Use the Easy Access pane in Microsoft Outlook
• Search for information
• Control access to information through permissions
• Personalize your user environment

Delivery Options:

• Instructor-led
  • Public: See scheduled public classes below
  • Private: Email Us for information on how you can arrange a private class.
• On Demand
  • Register for this option here: 1-0182 Using Content Server - Enterprise Connect On Demand

Prerequisites

• Familiarity with Windows, a Windows-based word processing package, an email application, and a Web browser
• Knowledge of the ways your organization needs to manage intellectual capita