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Getting the Most Out of OpenText Content Manager | Productivity Tips & Advanced Searching

Course Overview

This practical training course is designed for users who want to get more from OpenText Content Manager by improving the way they search for information, organise their work and use the application's built-in productivity features.


Participants will develop advanced searching skills, learn how to use Favourites, Recents and Trays more effectively, create reusable searches and personalise shortcut keys to streamline everyday tasks. The course also covers common document editing issues and practical troubleshooting techniques to help users work more efficiently.


Training is delivered within your organisation's own environment wherever possible, allowing participants to learn using familiar business processes, configurations and system settings.


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


Topics Covered

This course covers:

  • Introduction to Favourites, Recents and Trays

  • Adding and removing records from Favourites

  • Adding and removing records from Trays

  • Advanced searching techniques

  • Creating saved searches

  • Running saved searches

  • Creating parameter searches

  • Running parameter searches

  • Using shortcut keys

  • Creating personalised shortcut keys

  • Troubleshooting common document editing issues

Frequently Asked Questions

Who should attend this course?

This course is ideal for existing OpenText Content Manager users who want to improve their productivity and make better use of advanced features within the system.

What will I learn?

You'll learn advanced searching techniques, how to use Favourites, Trays and saved searches more effectively, create personalised shortcut keys and resolve common document editing issues.

Is this course suitable for new users?

No. Participants should already be familiar with OpenText Content Manager and have completed the Introduction and Intermediate courses or have equivalent experience.

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:

  • Completed OpenText Content Manager Introduction Training

  • Completed OpenText Content Manager Intermediate Training

or have equivalent practical experience.

Audience

Suitable for all staff with an OpenText Content Manager licence who want to improve efficiency and make better use of the platform's advanced features.

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.