OpenText Content Manager Intermediate Training
Course Overview
This intermediate training course builds on and consolidates participants’ understanding of using OpenText Content Manager to capture and manage organisational information, documents and records.
Participants will develop additional skills in advanced searching, security, saved searches and document management. The course also explains when to use revisions and versions, and why documents should be made final after they have been approved, published or circulated.
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:
Overview of the OpenText Content Manager user interface
Understanding, creating and searching locations and contacts
Overview of security and how it is applied
Advanced searching techniques
Creating and using saved searches
Understanding document revisions and versions
Knowing when to make a document final
Creating document versions
Saving and managing emails
Frequently Asked Questions
Who should attend the intermediate course?
This course is designed for staff who already use OpenText Content Manager and want to build on their existing knowledge. It is also suitable for participants who have completed the Introduction Training course.
What is the difference between the introduction and intermediate courses?
The introduction course focuses on the essential skills required for everyday use. The intermediate course covers more advanced searching, security, saved searches, document versions, revisions and finalisation.
Will the course explain document revisions and versions?
Yes. Participants will learn the difference between revisions and versions, when each should be used and why approved or circulated documents should be made final.
How is the training delivered?
Training is delivered remotely through Microsoft Teams and is contextualised to your organisation's OpenText Content Manager setup 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
3 Hours
Delivery
Remote via Microsoft Teams
Maximum Attendees
10
Recording Included
Yes
Prerequisites
Participants should have:
Previous experience using OpenText Content Manager
or
Completed the OpenText Content Manager Introduction Training course
Audience
Suitable for licensed OpenText Content Manager users who want to extend their knowledge and develop more advanced day-to-day skills.
Ready to get started?
Contact us to book or enquire about this training course.
