Course curriculum
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1
Module 1: Introduction
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2
Module 2: Installing NetDocuments on your Windows Computer
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3
Module 3: The Difference Between a Folder and Workspace Cabinet
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4
Module 4: Saving a New Document into NetDocuments
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5
Module 5: Saving PDF Documents
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6
Module 6: Saving All Other Documents and Files
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7
Module 7: Viewing Documents in a Workspace
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8
Module 8: Commands
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9
Module 9: Security
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10
Module 10: Searching in NetDocuments
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11
Module 11: Emailing Documents Via NetDocuments
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12
Module 12: Using NetDocuments In Outlook
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13
Customization
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14
Wrap-up
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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 -
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Course Pricing
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Free