Includes

  • Training Manual

    A PDF copy of Optiable's Windows Basic User Training, the most comprehensive guide on how to use NetDocuments on a PC.

  • Training Video

    Video of NetDocuments Windows Basic User Training that follows along with the Training Manual.

  • Course

    Interactive NetDocuments for Windows Course that is more in-depth coverage of the materials in the Manual and Video.

Course curriculum

  • 1
    Module 1: Introduction
  • 2
    Module 2: Installing NetDocuments on your Windows Computer
  • 3
    Module 3: The Difference Between a Folder and Workspace Cabinet
  • 4
    Module 4: Saving a New Document into NetDocuments
  • 5
    Module 5: Saving PDF Documents
  • 6
    Module 6: Saving All Other Documents and Files
  • 7
    Module 7: Viewing Documents in a Workspace
  • 8
    Module 8: Commands
  • 9
    Module 9: Security
  • 10
    Module 10: Searching in NetDocuments
  • 11
    Module 11: Emailing Documents Via NetDocuments
  • 12
    Module 12: Using NetDocuments In Outlook
  • 13
    Customization
  • 14
    Wrap-up
  • 1.0 Intro 1.1 Training Manual and Video 1.2 NetDocuments Advanced Training Complete Video
  • 2.0 Installing NetDocuments on a Windows Computer 2.1 Using NetDocuments for the First Time
  • 3.0 The Difference Between a Folder and Workspace Cabinet
  • 4.1 Saving a New Document into NetDocuments (Microsoft Office) 4.2 Saving a new document to a Workspace Based Cabinet 4.3 Saving a new document to a Folder Based Cabinet 4.4 Document Stamp 4.5 Save As and Versioning 4.6 Save As with no Versioning 4.7 Compare Documents in Word 4.8 Opening a Document in Word
  • 5.0 Saving a PDF 5.1 Adobe 5.2 PDF Docs 5.3 Kofax Power PDF Advanced (the old Nuance) 5.4 Foxit Phantom PDF
  • 6.0 Saving all Other Documents and Files 6.1 Upload Command 6.2 Document Profile 6.3 Uploading Multiple Documents to a Workspace Cabinet 6.4 Creating profile templates 6.5 Drag and Drop 6.6 The Folder Import Tool
  • 7.1 Workspace View 7.2 The Tabs 7.3 Customizing the Sort Order in List View
  • 8.1 Customizing the Right-Click Menu 8.2 List of Commands Discussion
  • 10.0 Overview 9.1 How to Secure an Individual Document 9.2 Creating a Security Template
  • 10.1 Browsing for Recent Docs and Emails 10.2 Simple Search 10.3 Advanced Search 10.4 Search Operators
  • 11.0 Email Options 11.1 Email Link 11.2 Email Copy 11.3 Deliver a Secure Link
  • 9.1 Saving an Email in Outlook 9.2 Saving an Outgoing Email in Outlook 9.3 Adding a Document to an Outlook Appointment
  • Customizing your Home Screen
  • Share your experience

Course Pricing