This one-day course provides greater knowledge of Content Manager with a broad introduction to functionality. The course covers tasks carried out on a daily basis including updating metadata, managing security, audit logs, updating or reassigning actions, record relationships, creating folders, updating titles or classifications, advanced searching techniques, applying retention schedules, changing classifications and reporting.
- Overview of system interface
- Finding records and objects
- Advanced searching
- Creating new records and documents
- Basic and advanced email management
- Assisting colleagues
- Alerts and records retention
- Action tracking / workflow / document review
- Security and access controls
- Record keeping concepts