Advanced EDMS
Advanced features, customisation and optimisation of your EDMS.
Learning objectives
By the end of this course, participants will be able to:
- Master the advanced features of the EDMS
- Configure complex document management rules
- Build custom approval workflows
- Automate recurring processes
- Optimise performance and user experience
- Manage advanced rights and access profiles
Detailed programme
2 days to master the advanced features
Day 1
Advanced configuration
Document profile settings, conditional metadata
Management rules
Automatic rules, alerts and notifications
Complex workflows
Multi-level approval circuits, conditional approvals
Process automation
Automatic triggers, scheduled actions
Day 2
Performance optimisation
Advanced indexing, search optimisation
Advanced rights management
Dynamic profiles, conditional rights, delegations
Interface customisation
Custom views, widgets, dashboards
Hands-on workshop
Implementation on a complex case, assessment of learning
Who is it for
- Experienced EDMS users
- Document managers
- Functional administrators
- EDMS project managers
Prerequisites: Completion of the "EDMS fundamentals" course or a good grasp of the basics.
Duration
2 days (14h)
Participants
6 maximum
Certification
Included
Formats
On-site
Junior Moukouri
Senior EDMS consultant
10 years of experience integrating complex EDMS solutions. Expert in document process optimisation.
Ready to take it to the next level?
Train your teams on the advanced features of your EDMS.