Reliance Document ONE Power User

Outcomes

This course is designed to build on the skills introduced in the Reliance Document ONE Introduction course. Through lecture, demonstrations and workshops, participants will gain the knowledge and skills required to create and work with the content in Document ONE Libraries.

Prerequisites

Lotus Notes: Working in Domino Databases, or equivalent skills, knowledge and experience
A minimum of 3 months experience working with Lotus Notes databases, not including Lotus Notes Mail.
Reliance Document ONE: Introduction to Document ONE course, or equivalent skills, knowledge and experience

What should you be familiar with?

This session is recommended for experienced Lotus Notes Power Users who will perform content creation, manipulation and maintenance tasks within Reliance Document ONE

Session Length

1 Day, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session

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REVIEW: INTRODUCTION TO DOCUMENT ONE REVIEW: SECURITY AND ROLES REVIEW: USING DOCUMENT ONE FOR THE FIRST TIME REVIEW: CREATING DOCUMENTS Creating a New Blank Document Creating a Document from Template(s) Creating a Document from Existing File(s) Creating a Document Containing Text Only (i.e. No Files) Completing the Standard Metadata Fields Completing the Custom Metadata Fields (if applicable) Saving your New Document Registering a Physical Document EDITING DOCUMENTS Editing a Document Directly From a View Editing a Document After Opening It First Read and Edit Modes What to Do If Another User is Editing a Document Unlocking Locked Documents Saving Your Changes Working with Managed Files Changing the State of Publication and/or Status of a Document Creating a Copy of an Existing Document Creating a Backup Copy (i.e. a Revision) of a Document Creating a New Version of a Document Creating Cross-Reference Documents (Place Holder Documents) Adding a Link to a Related Document Checking Out a Document OTHER DOCUMENT FUNCTIONS Deleting a Document Moving Documents Creating a Diary Note or a To Do Entry Bookmarking Favourite Documents or Folders Converting Documents to PDF Format Merging Documents with MS Word Templates

EMAILS Emailing Documents from within Libraries Filing Emails into Libraries from your Mail File Appending Links or Managed Files to New Emails Filing Emails that You Send SEARCHING FOR DOCUMENTS Search this Library Search across Libraries Specifying Search Criteria Clearing Search Criteria Starting a Search Saving and Repeating Searches Searching for Folders Using the Custom Report View to Search for Documents ASSIGNING DOCUMENTS Assigning a Document for Draft or Direct Action Assigning a Document For Information Only Assigning a Document for Review Assigning a Document for Approval Viewing Documents that have been Assigned Actioning Assigned Documents Delegating Assigned Documents to Other Users FOLDERS The Folders View Adding a Document Directly into a Folder Creating Temporary Folders Maintaining Your Own List of Favourite Folders Requesting a Folder Searching for Folders SAVE CONFLICTS AND REPLICATION CONFLICTS Save Conflicts Replication Conflicts Notification of Replication Conflicts USING DOCUMENT ONE WHILE AWAY FROM THE OFFICE Differences when Working Locally Avoiding Replication Conflicts Instructions for Using Replication Formulas

Performance-based objectives

• Creating Document ONE documents.
• Editing Document ONE documents.
• Check in/out and complete documents
• Managing Document ONE documents.
• Searching within and across Document Libraries
• Assigning and Reviewing Document ONE documents.
• Working with and Managing folders.
• Managing Conflicts and Replication errors.
• Working off-line with Document ONE.