Courses & Workshops

3-1118 Configuring the Dynamic Views for eDOCS DM (formerly 338)

Duration: 0.5 day

Dynamic Views are helpful to your users when profiling and searching for their documents. It produces a structured hierarchical tree view that saves time when profiling documents by selecting your organization's metadata. When searching for documents, you can use the default searches or create searches from your own customized data, and assign them to the appropriate levels of your Dynamic View. You can subscribe to the more frequently accessed Dynamic View levels, and also delegate the ability for another user to add and remove the subscriptions. Ad-hoc folders can be created at the various levels to further categorize your documents to make is easier to search.


  • Create and configure Dynamic Views
  • Profile and Search for Documents Using Dynamic Views
  • Subscribe to Dynamic View Levels
  • Create Ad-hoc Folders

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

  • Create Dynamic View with a Parent/Child Relationship
  • Create Dynamic View without a Parent/Child Relationship
  • Create Level Searches
  • Create Dynamic View in a Second Language
  • Use Dynamic Views to Profile Documents
  • Use Dynamic View Searches
  • Subscribe to Levels of Dynamic Views
  • Create Ad-hoc Folders


Existing eDOCS DM Administrators.


Course 3-1115 (formerly course 335)Implementing Document Management using DM v5.x or one year Field Experience with DM Administration.


Format Currency Price
Per Student at Open Text Site USD  500.00 
Per Course at Customer Site USD  2,500.00 

Taxes: All prices exclude VAT or other taxes where applicable (all currencies).

Extra expenses: Customer site course prices do not include instructor travel expenses, which are billed separately.

Reservations: Please provide a minimum of 3 weeks advance notice when arranging courses at customer sites.

Course & Workshop Calendar

Currently, there are no training dates scheduled for this course or workshop at this time. Please contact us to schedule an on-site course or workshop at your location.