Overview
Please use this outline as a guide. The training sessions will be tailored to the specific ways that your company has decided to work with the DOCS Open Document Management System.

Requirements
The training sessions are designed for new users of DOCS Open.

Contents

Session 1 (2 hours for non-secretarial staff or 3 hours for secretarial staff)

Introduction to Document Management Systems
Differences between the Windows folder system and a document management system
Advantages of using a document management system
How Docs Open is integrated with other applications

The Docs Open Screen
General tour of the Docs Open interface
Applications and Projects & Quick Searches Windows
The Recent Edits list

Day to Day Docs Open Tasks
Opening a file
Modifying the document security (public, private, view)
Changing the Security for individual users
Checking out and checking in documents
Setting up personal profile defaults
Saving and profiling a file
Creating a new version
Copying a file
Saving to a local drive
Exporting to a local drive
Importing from a local drive
Importing from a local drive as a new version
Basic searches
Saving searches
Amending a profile
Emailing a Docs Open file
Emailing a file on a local drive
Saving an incoming email attachment into Docs Open
Deleting files
Viewing file history

Session 2 (can be added to session 1 or held as a separate session)

Out of Office Working
Checking files out of Docs Open
Working away from the office on a checked out file
Checking files back in to Docs Open
Shadow files
Working away from the office on an shadow file
Synchronising a shadow file on return to the office
Connecting to Docs Open remotely

Session 3 (can be added to session 1 or run as a separate 1.5 hour session)

More Advanced Functions
Advanced searching techniques
Creating Docs Open projects
The difference between a Docs Open project and a Windows folder
Applying access rights to files and projects
Adding files into a project
Project membership
Accessing Docs Open files in the event of a Docs Open server failure
Accessing different Docs Open libraries

Price Band B

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