1-0181 - Using Content Server - Smart View

Duration: 1 day

This course provides all the core information you need to use Content Server on a day-to-day basis. It is designed for business users and knowledge workers who need an understanding of core Content Server features. Through the Smart View you will be sharing and managing your information such as adding/accessing documents, reserving, downloading, copying/moving, sharing through email, and deleting documents.

To help organize and find the documents easier, you will learn to use search from the Home page, a tile, and apply filters. Other ways to find information include marking items as favorites, building collections, using shortcuts, and adding web addresses. You will learn to use search tools, and find information using metadata, such as categories and attributes. By the end of this course, you will understand document management permissions and how to tailor your Smart View environment.

Highlights:

• Navigate Content Server
• Manage content by adding, editing, versioning, and deleting items
• Work with email features
• Access information and find content
• Understand document permissions
• Personalize your environment

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

• Navigate Content Server
• Add folders/documents to Content Server
• Add versions to documents
• Copy/Move documents
• Share Content Server items
• Add saved emails to a Content Server folder
• Manage favorite items
• Build a collection
• Create shortcuts
• Search for information
• Explain the document management permissions
• Personalize your user environment

Delivery Options:

• Instructor-led
  • Public: See scheduled public classes below
  • Private: Email Us for information on how you can arrange a private class.
• On Demand
  • Register for this option here: 1-0181 Using Content Server - Smart View On Demand

Audience

• User

Prerequisites

• Familiarity with Windows, a Windows-based word processing package, an email application, and a Web browser
• Knowledge of the ways your organization needs to manage intellectual capital