FileBound University.

Course Purpose

To provide a baseline of knowledge for the participant on the basics of FileBound from a user perspective.

FileBound User v7 | Level 1 is a pre-requisite for all other courses and learning plans.

Audience:

Administrators and General Users

Prerequisites:

There are no prerequisites for this learning plan

Course Content

Courses (Approx 60 minutes in length)

• Introduction to FileBound – 10 Minutes
• User Interface Orientation – 10 Minutes
• FileBound Search– 10 Minutes
• FileBound Web Viewer – 10 Minutes
• Adding Content to FileBound – 10 Minutes
• FileBound Assignments – 10 Minutes

Course Purpose

To provide the next phase of knowledge expansion, upskilling the participant on FileBound Administration, Forms, Workflow and Extensions.

FileBound Engineer v7 | Level 1 is a pre-requisite for FileBound Instructor Lead Training.

Audience:

Administrators + Engineers

Prerequisites:

FileBound User v7 | Level 1

Course Content

Courses (Approx 330 minutes in length)

• Course Introduction and Best Practise: General Setup – 10 Minutes

• Administration: Main Options – 20 Minutes

• Administration: Managing and Configuring Projects – 45 Minutes

• Administration: Managing FileBound Users and Groups – 25 Minutes

• Administration: Managing and Configuring FileBound Security – 30 Minutes

• Workflow: Basics – 30 Minutes

• Workflow: Configuration – 40 Minutes

• Workflow: Routing Documents – 10 Minutes

• Workflow: Assignments – 15 Minutes

• Forms: Basics - 45 Minutes

• Forms: Master Page and Forms Reporting - 15 Minutes

• Forms: Form Submission - 5 Minutes

• Advanced: Automation Processes - 30 Minutes

• Advanced: Document Relationships - 10 Minutes