Basic User Training

Section outline

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  Select section Presentation

  Presentation
  • Select activity Forum

    

    Forum
  • Select activity The following videos are used to test OpenKM. If y...

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    The following videos are used to test OpenKM. If you want to know how, contact us.

    
    

  • Select activity OpenKM End User Manual

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    OpenKM End User Manual File
• Select section Module 1. Basic User Training

  Module 1. Basic User Training
  • Select activity 1.1 Introduction

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    1.1 Introduction File
  • Select activity 1.2 Browser and properties

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    1.2 Browser and properties File
  • Select activity 1.3 Notes and security

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    1.3 Notes and security File
  • Select activity 1.4 History, previsualization and relations

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    1.4 History, previsualization and relations File
  • Select activity 1.5 Workflows and signatures

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    1.5 Workflows and signatures File
  • Select activity 1.6 Extensions, stamping and automations

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    1.6 Extensions, stamping and automations File
  • Select activity 1.7 Templates, reports and search engine

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    1.7 Templates, reports and search engine File
  • Select activity 1.8 Task manager and OCR

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    1.8 Task manager and OCR File
• Select section Module 2. Features

  Module 2. Features
  • Select activity 2.1 Zonal OCR

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    2.1 Zonal OCR File

    Example of Zonal OCR to extract data from scanned documents.
    

  • Select activity 2.2 Relations

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    2.2 Relations File

    Example of how to relate documents.
    

  • Select activity 2.3 Reports

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    2.3 Reports File

    Example of how to generate reports.
    

  • Select activity 2.4 Stamps

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    2.4 Stamps File

    Example of how to make a stamp on a document.
    

  • Select activity 2.5 Templates

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    2.5 Templates File

    Example creating folders and documents based on templates.
    

  • Select activity 2.6 Workflows - Purchasing process

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    2.6 Workflows - Purchasing process File

    Example of a workflow in a purchasing process.
    

  • Select activity 2.7 Workflow - Approval Process

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    2.7 Workflow - Approval Process File

    Example of workflow in a document approval process.
    

  • Select activity 2.8 Audit

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    2.8 Audit File

    Example of how to audit a node.
    

  • Select activity 2.9 Search Engine

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    2.9 Search Engine File

    Example of how to find a document applying different search criteria simultaneously.
    

  • Select activity 2.10 Automations

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    2.10 Automations File

    Example of automatisms to add categories and keywords.
    

  • Select activity 2.11 Importing emails

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    2.11 Importing emails File

    Example of how to import emails.
    

  • Select activity 2.12 Massive import of emails.

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    2.12 Massive import of emails. File

    Example of bulk import of emails.
    

  • Select activity 2.13 Task manager

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    2.13 Task manager File

    Example creating a task.
    

  • Select activity 2.14 Categories

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    2.14 Categories File

    Example of how to link a document to a category.
    

  • Select activity 2.15 Versions comparison

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    2.15 Versions comparison File

    Example of how to visualize the differences between the versions of a document.
    

  • Select activity 2.16 Editing options

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    2.16 Editing options File