Course Description

Summary

OpenText Content Management users sign in to the Smart View from a web browser to access the system securely and perform their daily work. You can add, reserve, and copy items, and download and share content through email or online collaboration tools. The Smart View provides comprehensive document management functionality, so you can organize and find business-critical information using the search capability and saved metadata. Additionally, the Smart View is integrated with business workspaces, an OpenText solution for single points of access to all information related to business objects, like contracts, or business processes like order fulfillment.

Overview

This course assists new users to get up to speed on Smart View features.

Highlights:

• Navigating throughout OpenText Content Management
• Adding folders and documents
• Adding major and minor versions to documents
• Building collections
• Applying categories to folders
• Creating virtual folders
• Searching for information in the Smart View
• Controlling access to information
• Personalizing your user environment
• Using business workspace features and widgets

Course Objectives

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

• Browse and navigate to content in the Smart View
• Add, view, edit, rename, copy, delete, and download documents and folders
• View metadata properties and permissions for items
• Reserve and unreserve documents
• Work with and manage compound documents
• Add email folders and share items using email links and attachments
• Mark items as Favorites
• Build and manage collections
• Apply categories and their attributes to folders and items
• Search for content and filter the search results
• Save searches and use them later to perform searches with modified criteria
• Describe document management permissions and item permission inheritance
• Change the owner of an item
• Use the Permissions Explorer to manage item permissions
• Personalize your user environment by editing your user profile and Home page
• Configure delegates to work on your behalf
• Create new business workspaces using templates
• Use business workspace features and widgets

Prerequisites

None