The training provides a step by step guide to using Document Management. Users will learn how to navigate the document management system, create & Edit documents, create a letter suing a template, search the document centre and use homepages shortcuts. This is an online interactive course designed to run for two sessions up to 3 hours each.
- All delegates can apply knowledge when processing all types of documents that require filing via create, add, email and scanning
- All delegates can utilise available functionality when retrieving, reviewing and updating stored documents
- All delegates will be able to maintain CCH Document Management in line with their company’s policies and procedures
- Delegates understand the purpose of templates in CCH Document Management and assist in the creation of one key letter template
Who should attend
Everybody who will be using document management
The SP Central and/or SP Document Management implementation consultancy should have been taken place prior to this training.
Note: This is a online interactive course designed to run for two sessions up to 3 hours each.