SpringCM Project Readiness for Partners

SpringCM Project Readiness for Partners

This course covers in detail, configuration and implementation of a contract management project using SpringCM

About this course

Course Objectives: 

Upon completion of the SpringCM Project Readiness Training course, attendees will be able to: 

  • Gain familiarity with project best practices and configuring a SpringCM contract workflow from start to finish
  • Describe common aspects of a SpringCM implementation from a project management perspective

Audience: 

  • Business Analysts
  • Developers
  • SpringCM Partners

Required Prerequisites: 

  • SpringCM Essentials
  • SpringCM Process Automation (3 days)

Duration: 

  • 4 Days

Price: 

  • $2000

 

Course Topics: 

Module 1: Doc Launcher 

  •  Generate NDA, MSA and Order Form documents
  • Generate Contracts via Doc Launcher Forms
  • Create Merge Templates
  • Introduction XPath
  • Use Doc Launcher to drive workflow logic

Module 2: Initiate Workflow 

  • Review variables and data types
  • Get familiar with pre-built variables within SpringCM
  • Define and utilize XML variables within a workflow
  • Understand the importance of data input validation and vertification
  • Explore the fundamentals of RegEx

Module 3: Attribute Mapping 

  • Explore how to use iterators to apply attribute values-based mapping criteria using xPath
  • Review XPath navigation
  • Review the utilization of a variable defined as an iterator
  • Apply attributes via an Iterator Loop
  • Advantages of attribute mapping via csv

Module 4: eForms

  • What is an eForm
  •  Build eForm using HTML
  • Use an configuration eForm to track commonly updated areas for workflow

Module 5: Subworkflow 

  • Use a subworkflow to handle commonly repeated sections of steps
  • Track workflow reporting data in attributes, via a subworkflow

Module 7: Update Salesforce

  • Update Salesforce with workflow status
  • Update Salesforce at conclusion of workflow
  • Set Document Reminders at conclusion of contract workflow

Module 8: Reporting Tips and Tricks

  • Commonly used SpringCM canned Reports
  • Building Custom Reports
  • Common Custom Reports
  • Search v/s Reports v/s Dashboards

Module 9: Document Ingestion

  • Identify methods for SpringCM document ingestion and metadata application
  • Use Bulk Metadata Import and configure a Smart Rule to move the documents to folders based on attributes applied
  • When to use Bulk Metadata Import techniques versus engage SpringCM for Document Ingestions

Curriculum

  • Instructor-Led Training Information and Pricing
  • SpringCM Project Readiness for Partners
  • Calendar
  • View the full calendar of the upcoming training dates for the Project Readiness course

About this course

Course Objectives: 

Upon completion of the SpringCM Project Readiness Training course, attendees will be able to: 

  • Gain familiarity with project best practices and configuring a SpringCM contract workflow from start to finish
  • Describe common aspects of a SpringCM implementation from a project management perspective

Audience: 

  • Business Analysts
  • Developers
  • SpringCM Partners

Required Prerequisites: 

  • SpringCM Essentials
  • SpringCM Process Automation (3 days)

Duration: 

  • 4 Days

Price: 

  • $2000

 

Course Topics: 

Module 1: Doc Launcher 

  •  Generate NDA, MSA and Order Form documents
  • Generate Contracts via Doc Launcher Forms
  • Create Merge Templates
  • Introduction XPath
  • Use Doc Launcher to drive workflow logic

Module 2: Initiate Workflow 

  • Review variables and data types
  • Get familiar with pre-built variables within SpringCM
  • Define and utilize XML variables within a workflow
  • Understand the importance of data input validation and vertification
  • Explore the fundamentals of RegEx

Module 3: Attribute Mapping 

  • Explore how to use iterators to apply attribute values-based mapping criteria using xPath
  • Review XPath navigation
  • Review the utilization of a variable defined as an iterator
  • Apply attributes via an Iterator Loop
  • Advantages of attribute mapping via csv

Module 4: eForms

  • What is an eForm
  •  Build eForm using HTML
  • Use an configuration eForm to track commonly updated areas for workflow

Module 5: Subworkflow 

  • Use a subworkflow to handle commonly repeated sections of steps
  • Track workflow reporting data in attributes, via a subworkflow

Module 7: Update Salesforce

  • Update Salesforce with workflow status
  • Update Salesforce at conclusion of workflow
  • Set Document Reminders at conclusion of contract workflow

Module 8: Reporting Tips and Tricks

  • Commonly used SpringCM canned Reports
  • Building Custom Reports
  • Common Custom Reports
  • Search v/s Reports v/s Dashboards

Module 9: Document Ingestion

  • Identify methods for SpringCM document ingestion and metadata application
  • Use Bulk Metadata Import and configure a Smart Rule to move the documents to folders based on attributes applied
  • When to use Bulk Metadata Import techniques versus engage SpringCM for Document Ingestions

Curriculum

  • Instructor-Led Training Information and Pricing
  • SpringCM Project Readiness for Partners
  • Calendar
  • View the full calendar of the upcoming training dates for the Project Readiness course