Essentials of SpringCM - Instructor-Led Course

Essentials of SpringCM - Instructor-Led Course

This course covers in detail, an introduction to the SpringCM platform, how to configure SpringCM, administrate and manage content delivered through classroom instruction and discussion.

About this course

Course Objectives:

Upon completion of the SpringCM Essentials course, attendees will be able to:

  • Gain familiarity with the administration essentials for new admins
  • Describe the business-driven nature of SpringCM’s platform and architecture

Audience:

  • Administrators
  • Business Analysts
  • Developers
  • SpringCM Implementation Partners
  • Business Users, Sales Operations, and IT Managers

Prerequisites:

  • Basic document and folder management skills
  • Recommended to have general knowledge of:
    • system operations and administration

Duration:

  •  2 Days

Price: 

  • $1000

Course Topics:

Module 1: User Interface

  • Explore the page layouts and navigation capabilities of SpringCM’s platform
  • Explore folder and document best practices
  • Understand SpringCM administrator display options

Module 2: Preferences

  • Overview of the individual and global (account) preferences

     Module 3: Adding Content 

  • Utilize the methods of uploading documents into SpringCM’s platform
  • Understand limitations and best practices for uploading documents

Module 4: Editing Content

  • Explore the different methods for editing documents
    • Check-in and check-out process
    • Office 365
    • SpringCM Edit
  • Understand how document versioning works

Module 5: Sharing Content 

  • Examine the SpringCM internal and external content sharing capabilities
    • Folder
    • Document
    • External Review
    • Email

Module 6: User Management 

  • Define user roles
  • Understand user roles, functionality and hierarchy
  • Managing SpringCM users and contacts
  • Understand the difference between security vs. distribution groups
  • Learn the core administrator actions within the address book
  • Using Personas

Module 7: Security 

  • Define security groups
  • Understand security permissions
  • Best practices for managing security groups

Module 8: Metadata and Attributes 

  • Understand the purpose of metadata and attributes
  • ·Learn how to define document attributes
  • ·Explore attribute data types
  • Apply attributes to documents

Module 9: Search 

  • Identify SpringCM search method type
  •  Understand how to setup and utilize saved searches
  •  Learn how to optimize searching options

Module 10: Reports 

  • Gain visibility and insights on your document processes with reporting
  • Explore pre-defined report options
  • Learn how to build custom report

Module 11: Smart Rules 

  • Understand the purpose of a smart rule
  • Define smart rules
  • Explore core component smart rule definition
  • Learn how smart rule configuration management and enablement

Module 12: Approval Workflows 

  •  Introduction to SpringCM’s workflow engine
  • Create a simple routing and approval workflow
  • Introduction to workflow templates and usage
  • Overview of managing approval workflow tasks

Module 13: Doc Launcher 

  • Overview of the Doc Launcher tool
  • Learn how to configure and use Doc Launcher forms
  • Learn how to define Doc Launcher configurations
  • Become familiar with the various sources for merging data

Module 14: Dashboards 

  • Understanding the purpose of Dashboards
  • Identify the core components of a Dashboard
  • Learn how to set up new Dashboards

Module 15: Forms 

  • Form Overview
  • Understand the different Form options
  • Learn how to define a new Forms

 

 

 

View the full calendar of upcoming training dates for the Essentials of SpringCM class

Event Date Spaces left
Instructor-Led Essentials of SpringCM - UK- November 26 - 27, 2018 Nov. 26, 2018, 9 a.m. -
Nov. 27, 2018, 5 p.m. GMT
19
Instructor-Led Essentials of SpringCM - US - Chicago, IL - December 3 - 4, 2018 Dec. 3, 2018, 9 a.m. -
Dec. 4, 2018, 5 p.m. CST
17

Register

  • Instructor-Led Training Information and Pricing
  • Essentials of SpringCM
  • Calendar
  • View the full calendar of upcoming training dates for the Essentials of SpringCM class

About this course

Course Objectives:

Upon completion of the SpringCM Essentials course, attendees will be able to:

  • Gain familiarity with the administration essentials for new admins
  • Describe the business-driven nature of SpringCM’s platform and architecture

Audience:

  • Administrators
  • Business Analysts
  • Developers
  • SpringCM Implementation Partners
  • Business Users, Sales Operations, and IT Managers

Prerequisites:

  • Basic document and folder management skills
  • Recommended to have general knowledge of:
    • system operations and administration

Duration:

  •  2 Days

Price: 

  • $1000

Course Topics:

Module 1: User Interface

  • Explore the page layouts and navigation capabilities of SpringCM’s platform
  • Explore folder and document best practices
  • Understand SpringCM administrator display options

Module 2: Preferences

  • Overview of the individual and global (account) preferences

     Module 3: Adding Content 

  • Utilize the methods of uploading documents into SpringCM’s platform
  • Understand limitations and best practices for uploading documents

Module 4: Editing Content

  • Explore the different methods for editing documents
    • Check-in and check-out process
    • Office 365
    • SpringCM Edit
  • Understand how document versioning works

Module 5: Sharing Content 

  • Examine the SpringCM internal and external content sharing capabilities
    • Folder
    • Document
    • External Review
    • Email

Module 6: User Management 

  • Define user roles
  • Understand user roles, functionality and hierarchy
  • Managing SpringCM users and contacts
  • Understand the difference between security vs. distribution groups
  • Learn the core administrator actions within the address book
  • Using Personas

Module 7: Security 

  • Define security groups
  • Understand security permissions
  • Best practices for managing security groups

Module 8: Metadata and Attributes 

  • Understand the purpose of metadata and attributes
  • ·Learn how to define document attributes
  • ·Explore attribute data types
  • Apply attributes to documents

Module 9: Search 

  • Identify SpringCM search method type
  •  Understand how to setup and utilize saved searches
  •  Learn how to optimize searching options

Module 10: Reports 

  • Gain visibility and insights on your document processes with reporting
  • Explore pre-defined report options
  • Learn how to build custom report

Module 11: Smart Rules 

  • Understand the purpose of a smart rule
  • Define smart rules
  • Explore core component smart rule definition
  • Learn how smart rule configuration management and enablement

Module 12: Approval Workflows 

  •  Introduction to SpringCM’s workflow engine
  • Create a simple routing and approval workflow
  • Introduction to workflow templates and usage
  • Overview of managing approval workflow tasks

Module 13: Doc Launcher 

  • Overview of the Doc Launcher tool
  • Learn how to configure and use Doc Launcher forms
  • Learn how to define Doc Launcher configurations
  • Become familiar with the various sources for merging data

Module 14: Dashboards 

  • Understanding the purpose of Dashboards
  • Identify the core components of a Dashboard
  • Learn how to set up new Dashboards

Module 15: Forms 

  • Form Overview
  • Understand the different Form options
  • Learn how to define a new Forms

 

 

 

Live events

View the full calendar of upcoming training dates for the Essentials of SpringCM class

Event Date Spaces left
Instructor-Led Essentials of SpringCM - UK- November 26 - 27, 2018 Nov. 26, 2018, 9 a.m. -
Nov. 27, 2018, 5 p.m. GMT
19
Instructor-Led Essentials of SpringCM - US - Chicago, IL - December 3 - 4, 2018 Dec. 3, 2018, 9 a.m. -
Dec. 4, 2018, 5 p.m. CST
17

Register

  • Instructor-Led Training Information and Pricing
  • Essentials of SpringCM
  • Calendar
  • View the full calendar of upcoming training dates for the Essentials of SpringCM class