Basic User Training

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

    
    

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    OpenKM End User Manual File

• Module 1. Basic User Training
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    1.1 Introduction File
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    1.2 Browser and properties File
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    1.3 Notes and security File
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    1.4 History, previsualization and relations File
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    1.5 Workflows and signatures File
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    1.6 Extensions, stamping and automations File
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    1.7 Templates, reports and search engine File
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    1.8 Task manager and OCR File

• Module 2. Features
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    2.1 Zonal OCR File

    Example of Zonal OCR to extract data from scanned documents.
    

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    2.2 Relations File

    Example of how to relate documents.
    

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    2.3 Reports File

    Example of how to generate reports.
    

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    2.4 Stamps File

    Example of how to make a stamp on a document.
    

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    2.5 Templates File

    Example creating folders and documents based on templates.
    

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    2.6 Workflows - Purchasing process File

    Example of a workflow in a purchasing process.
    

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    2.7 Workflow - Approval Process File

    Example of workflow in a document approval process.
    

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    2.8 Audit File

    Example of how to audit a node.
    

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    2.9 Search Engine File

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

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    2.10 Automations File

    Example of automatisms to add categories and keywords.
    

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    2.11 Importing emails File

    Example of how to import emails.
    

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    2.12 Massive import of emails. File

    Example of bulk import of emails.
    

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    2.13 Task manager File

    Example creating a task.
    

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    2.14 Categories File

    Example of how to link a document to a category.
    

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    2.15 Versions comparison File

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

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    2.16 Editing options File