Course Description

Summary

Building on a foundation of managing documents, this course covers the essentials of using OpenText Content Management to collaborate and complete work efficiently. This course also introduces Business Workspaces which are customizable spaces for users to securely store, manage, and share business-critical information, documents, and data.

Overview

This course begins with an introduction to how users typically collaborate in OpenText Content Management. It is followed by an exploration of initiating and managing workflow processes in the system. You will then learn how to configure and enable reminders and notifications that enhance productivity. You will also learn how to collaborate using Intelligent Viewing, Collections, and Wikis and how to customize Home and department landing pages by configuring Smart View Perspectives. And finally, you will explore Business Workspaces by using deployed implementations that are customized for real-world business scenarios.

Highlights:

• View and process reminders and workflow steps assigned to you
• Initiate and manage workflows
• Configure document reminders and notifications for business workspaces and workflows
• Collaborate using markup, comment, and redaction features in Intelligent Viewing
• Collaborate using Collections to organize content
• Collaborate using Wikis to centralize and streamline information sharing
• Configure Smart View Perspectives to create unique Home and landing pages for users
• Create a department landing page for a team
• Apply the use of Business Workspaces in business scenarios that involve team collaboration, project management, and contract administration

Course Objectives

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

• Describe business scenarios that rely on collaboration
• Browse business workspaces
• Process reminders and workflow steps
• Start workflows for different item types
• Manage workflows and delegate them to other users
• Create reminders for documents, folders, and business workspaces
• Designate full access or reminder substitutes
• Set up business workspace and workflow notifications
• Use Intelligent Viewing to collaborate on content changes
• Implement collections to meet different business needs for collaboration
• Build a simple Wiki for team use
• Edit Perspectives for containers, Home pages, and landing pages
• Add new widgets to a Perspective
• Add the HTML Tile widget to a landing page Perspective
• Add the Activity Feed widget to a landing page Perspective
• Work with the features and widgets in the deployed Teamspaces business scenario
• Work with the features and widgets in the deployed Projects business scenario
• Work with the features and widgets in the deployed Agreements business scenario

Prerequisites

Course 1-0184 - Managing Documents in OpenText Content Management