Content Manager Workflow

Open Text Content Manager Training

Content Manager Workflow

Version: 25.4

Duration: 1 day course

5 November 2026

This course covers how to use the Workflow module within Content Manager (formerly TRIM).

This session is aimed at users who require the knowledge to develop and modify Workflows within their organisation.

In Content Manager, workflow is the flow of work between organisational groups or individuals, and specific tasks known as activities, which are grouped together to define the workflow process. This training course shows users how to create and maintain workflows, activities, and templates.

Overview of the Workflows module and how to use it
Creating and completing workflows and activities
Developing and maintaining templates
Editing workflows

Configuring and maintaining workflows
Searching for workflows
Attaching records to workflows
Includes a copy of course materials

What our clients have to say.

“Michelle is a fantastic trainer, engaging, patient, knowledgeable and happy to answer any questions. It was of benefit that she had an understanding of where we are going, allowing her to tailor responses relevant to us and provide explanations for our setting. It was also great that she allowed us as a team, to have discussions where issues or points came up.”

Employee at Department for Child Protection, South Australia

“Raelene was the perfect person for this training – she knew where we were coming from and had a good idea of where we wanted to go. Her local government background is invaluable, and the value of her practical experience with recordkeeping in Office 365 cannot be overstated!”

Government Agency Perth, WA

“Michelle knew the application and delivered the content with humour which was entertaining.” “The Quick Reference Guides are a good resource. Both days were structured well to cover the required information. There was never any point where it felt like we were rushing or had to skip components because we’d got behind schedule, even with all the questions and discussions held.”