Services

Training Courses

Fundamentals of FileNet

The purpose of this course is to teach managers and employees how to use basic FileNet functionalities for document management.

 

Course
Description
Objectives
Module 1
Scanning Paper Documents
Learn how to access the DM website to generate and print a cover page to be scanned with the paper documents
  • Generate and print a cover sheet
  • Scan paper documents using MFD Scanners
Module 2
Classifying Documents in FileNet
Learn how to classify a document once it has been scanned
  • Classify and index task items using FileNet Workplace
Module 3
Importing Electronic Files
Learn how to import electronic files and classify them in Workplace
  • Classify electronic documents
  • Upload electronic documents into FileNet
Module 4
Document Search
Learn how to search for a document using the appropriate fields and view the document.
  • Search for documents using a General Search and Document Type Search
  • Search for Back File Documents
Module 5
FileNet Functionalities
Learn basic functionalities in FileNet available for Phase 1 implementation
  • Download and View documents
  • Edit native files using check in and check out functionality 
  • Update index properties
  • Delete documents (managers and supervisors only)
Module 5B
FileNet Functionalities
Learn basic functionalities in FileNet available for Phase 1 implementation (except version control)
  • Download and View documents
  • Update index properties
  • Delete documents (managers and supervisors only)

Document Retrieval and Index Modification

The purpose of this course is to teach users how to search for their back file documents to view and to update index properties, if necessary.

CourseDescriptionObjectives
Module 1
Document Search
Learn how to search for back file documents using general and document type search methods
  • Search for back file document using general search
  • Search for back file document using document type search
Module 2
View Document and Update Index Properties
Learn how to view back file documents and update index properties
  • Download and view back file document
  • Update index properties

Document Retrieval in FileNet

The purpose of this course is to teach users with view-only access how to search for and retrieve back-file and day-forward documents in FileNet.

CourseDescriptionObjectives
Module 1
Retrieving and Viewing Documents
Learn how to search for and view Day-Forward and Back File Documents
  • Search for documents using a General Search and Document Type Search