OpenText Content Manager Email Capture & Management Masterclass
Course Overview
This masterclass is designed for users who want to improve the way they capture, manage and work with emails using OpenText Content Manager's native integration with Microsoft Outlook.
Participants will learn best-practice techniques for capturing emails and attachments, sending and replying to emails from within Content Manager, and configuring Check In Styles and Outlook linked folders to streamline everyday tasks while supporting organisational recordkeeping and compliance requirements.
Training is delivered within your organisation's own environment wherever possible, allowing participants to work with familiar processes, configurations and business rules.
All sessions are recorded and provided following completion for future reference.
Topics Covered
This course covers:
Saving emails
Saving email attachments
Saving and sending emails
Replying to emails
Sending records from OpenText Content Manager
Creating Check In Styles
Managing and removing Check In Styles
Creating Outlook linked folders
Managing and removing Outlook linked folders
Frequently Asked Questions
Who should attend this masterclass?
This course is ideal for staff who regularly manage business emails using Microsoft Outlook and OpenText Content Manager and want to improve efficiency and recordkeeping practices.
What will I learn?
You'll learn how to capture emails and attachments, work with Outlook integration, manage Check In Styles, create Outlook linked folders and apply best-practice email management techniques.
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.
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 use Microsoft Outlook to manage business communications and email records.
Ready to get started?
Contact us to book or enquire about this training course.
