Electronic Document Management (EDM) Course
Designed for: RecFind users who are involved in the
management of records and electronic information.
Must have: Completed the RecFind Active training course. Knowledge of Records Management essential.
Duration: This course is a "hands-on" practical 1 day course.
Course Content
- Registering Documents
- Imaging and using RecFind's High Speed
Scanning Module
- Electronic Document Maintenance
- Version control
- Using the Check-in and Check-out
functionality to review an electronic document
- Using the RecFind Button to capture and
manage documents and e-mail
- Using RecFind's E-mail Enablement feature
- Capturing electronic documents with
RecFind's File Capture Filter
- Workflow management
- Workflow Configuration
- File and Document Movements
- Searching for electronic documents from
within RecFind and RecQuery-TC
- Reporting on electronic attachments and
workflow actions
