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OpenText Content Manager Document Creation & Management Masterclass

Course Overview

This masterclass is designed for users who want to strengthen their document creation and management skills within OpenText Content Manager.


Participants will learn best-practice approaches for creating, editing and managing documents throughout their lifecycle. The course explains how to work with revisions and versions, when documents should be finalised and how to resolve common document editing issues to improve productivity and maintain compliance.


Training is delivered within your organisation's own environment wherever possible, allowing participants to work with familiar processes, configurations and document management practices.


All sessions are recorded and provided following completion for future reference.


Topics Covered

This course covers:

  • Saving documents

  • Editing documents

  • Updating document properties

  • Viewing document revisions

  • Preserving revisions

  • Finalising documents

  • Creating new document versions

  • Troubleshooting common document editing issues

Frequently Asked Questions

Who should attend this masterclass?

This course is ideal for staff who regularly create, edit or manage documents within OpenText Content Manager and want to improve their document management skills.

What will I learn?

You'll learn how to manage the complete document lifecycle, including creating and editing documents, working with revisions and versions, finalising documents and resolving common editing issues.

Do I need previous OpenText Content Manager experience?

Participants should have a good understanding of Microsoft Office applications. Previous experience using OpenText Content Manager is recommended to gain the greatest benefit from this masterclass.

How is the training delivered?

Training is delivered remotely through Microsoft Teams and is contextualised to your organisation's OpenText Content Manager environment and build version.

Will participants receive a recording?

Yes. A recording of the training session is provided following completion.

Book Content Manager Training

Call 1800 392 392 or enquire online to book your training session.

Course Details

Platform

Content Manager Desktop, Context or Web Client

Duration

1.5 Hours

Delivery

Remote via Microsoft Teams

Maximum Attendees

10

Recording Included

Yes

Prerequisites

Participants should have a good understanding of:

  • Microsoft Office applications

Experience using OpenText Content Manager is recommended.


Audience

Suitable for all staff with an OpenText Content Manager licence who create, edit or manage documents as part of their daily work.

Ready to get started?

Contact us to book or enquire about this training course.

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Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.

Stay Informed

Receive the latest records and information management insights, industry updates, practical tips and FYB news directly to your inbox.

By subscribing, you agree to receive FYB news and updates. You can unsubscribe at any time.