OpenText Content Manager Searching & Navigation Masterclass | Advanced Search Training
Course Overview
This masterclass is designed for users who want to make better use of OpenText Content Manager's powerful search and navigation capabilities.
Participants will learn how to perform advanced record and location searches, navigate the Business Classification Scheme (BCS), create and manage saved and parameter searches, and use the Shortcuts toolbar to quickly access frequently used records, documents and locations.
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:
Understanding the Shortcuts toolbar
Navigating and searching the Business Classification Scheme (BCS)
Using the Quick Search bar
Searching for Contacts (Locations)
Performing advanced record searches
Creating, running and managing Saved Searches
Creating Saved Search Groups
Creating and running Parameter Searches
Frequently Asked Questions
Who should attend this masterclass?
This course is ideal for users who regularly search for records, documents or contacts in OpenText Content Manager and want to improve their efficiency and search skills.
What will I learn?
You'll learn advanced search techniques, how to navigate the Business Classification Scheme (BCS), create and manage Saved and Parameter Searches, and use the Shortcuts toolbar to quickly access frequently used information.
Is this course suitable for beginners?
Participants should have completed the OpenText Content Manager Introduction Training course or have equivalent experience using the platform.
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
or have equivalent practical experience using OpenText Content Manager.
Audience
Suitable for all staff with an OpenText Content Manager licence who want to improve their searching and navigation skills.
Ready to get started?
Contact us to book or enquire about this training course.
