Objective
To familiarize users with the most commonly used Administration functions of FileFinder.
Who Should Attend
People involved in Configuring and Administering FileFinder.
Duration
3 hours
Pre Requisites
All attendees should have attended the FileFinder 10 Standard User Training.
Training Delivery Method
Tutor Led - this course can be conducted remotely, at your offices or at our offices in London or New York.
Contents:
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Configuring Views (30 Minutes)
- Homepages Summary
- Other Views
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Picklist Customization (45 Minutes)
- Discussion about what Pick Lists are needed
- Adding Categories to Existing Pick Lists
- Adding New Picklists
- Cleaning Picklists
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Report Designer
(45 Minutes)
- Quick Reports Vs Report Designer
- Editing a Standard Report
- Running the Wizard
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Creating Email & Letter Templates (15 Minutes)
- Letter Templates
- Email Templates
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Administering The Research Zone (30 minutes)
- Overview of the Research Zone
- Adding Search Strings
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Creating Users
(15 Minutes)
- Adding Users
- Assigning Roles
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