TRAININGS > DOC - Document Management Expert Training

DOC - Document Management Expert Training
150.00 + VAT
Duration 1 Day(s) / 7.0 Hour(s)
DOC.201.E
15

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OVERVIEW

MODULE DESCRIPTION

caniasERP Document Management (DOC) module manages and digitally saves all the different documents used by enterprises in daily processes.

The purpose of this module is to centrally save and manage digitally saved documents. This module performs archiving in a single system as well as indexing and association with other documents. Some company data might have to be submitted to legal groups, such as tax auditors, in electronic formats. Considering the number of documents that a company might need to manage, the importance of having a document management system becomes obvious.

The integration of the Document Management module into the general system and its connection with other functional areas are shown in the graph.

PRE-REQUISITES

Preparation before the training: Having already installed caniasERP through EDU JNLP link shared on the participation form

Level of Knowledge:

- Having already participated INT - caniasERP Introduction

- Having already participated BAS - Basic Data Management


TRAINING OBJECTIVES

At the end of DOC - Document Management Expert Training participants will be able to;

- use the relevant concepts for managing documents

- use related transactions for document management and manage check tables.

- add revisions to documents and manage the relevant approval & control mechanisms.





TRAINING INDEX

DOC.201.E - DOC - Document Management Expert Training


1 - DOC - Document Management Expert Training

1.1 - Check Tables

1.1.1 - Defining Document Types

1.1.2 - Document Authorization Definitons

1.1.3 - Transaction - Document Type Relation Definitions

2 - Document Process

2.1 - Listing from tree

2.2 - Creating a new document with new button

2.3 - Creating Head Document

2.4 - Creating a new document with draging&dropping

2.5 - Archiving a document

2.6 - Compressed file properties

2.7 - Updating an existing document

2.8 - Deleting a document

2.9 - Creating relations of a document

2.10 - Adding link to a document

2.11 - Check-out / Check-in concept

2.12 - Making a document to favorite document

2.13 - Searching with Tags

2.14 - Defining tags (Mandatory)

2.15 - Usage of Notification Screen

2.16 - Downloading documents

A - Workshop

3 - Revision Process

3.1 - Revised Document Operation

3.2 - Approval of a Revision Document

3.3 - Seeing the old revisions

3.4 - Giving approve request to users

4 - Task Process

4.1 - Defining Tasks and Adding Users

4.2 - Approval of tasks in

5 - Password Process

5.1 - Document Password Operations

5.2 - Add Password to Document

5.3 - Creating Protected Document Type

5.4 - Changing and Removing Password from Document

B - Workshop

6 - Folder Management

6.1 - Creating Public Folder

6.2 - Creating Private Folder

6.3 - Deleting Document Folder - By Using DOCT01

6.4 - Deleting Document Folder - By Using Check Table

6.5 - Draging&Droping an existing document into a folder

7 - OCR Process

7.1 - Usage of OCR Process

7.2 - OCR Parameter Definitions

8 - Cockpits and Additional Process

8.1 - Creating mail document

8.2 - Sending Document with E-Mail

8.3 - Document Management Admin Cockpit

8.4 - Moving and Copying Documents

8.5 - Document Management User Cockpit

8.6 - Batch Get Document Content

D - Workshop

E - Evaluation & Exam
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