This one-day, user-level course addresses all the core functionality and features of Content Manager. This includes searching for, creating, and maintaining records. Other components, such as Reports, Activities and Actions, Alerts, User Labels, Dropzone and User Options are also discussed.

Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert Software Education trainers. During this course, learners participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises because the course builds upon itself.


To be successful in this course, you should have the following prerequisites or knowledge:

  • Knowledge of Records management principles and internal business processes
  • Basic knowledge of and comfort working with software; including simple keyboard and mouse skills, as well as knowledge of MS Office and other Windows-based programs
  • While there will be some technical discussion throughout the course, a strong technical aptitude or background is not required.

Delegates will learn how to

Upon successful completion of this course, you should be able to:

Plan for ALM implementation

  • Describe the key features and benefits of Content Manager
  • Navigate and customize the main Content Manager desktop client
  • Use advanced search options
  • Create and manage records within Content Manager
  • Perform document management within Content Manager and native application(s)
  • Create and use document queues
  • Create and send records using the Content Manager-MS Outlook integration
  • Set up personal alerts
  • Configure user labels and levelling
  • Customize additional user options and User Interface Customization.




Course Overview

This module gives an overview of course and training. It coves:

  • Identify the contents and objectives of the course
  • Define the class schedule and class logistics

Module 1: Overview of Content Manager

  • Explain the concept of Enterprise Content Management
  • Describe the differences between records and documents
  • Describe the Three Zone Approach to records and information
  • Explain the difference between records management and document management
  • Substantiate how Content Manager helps a corporation comply with retention and other rules

Module 2: Overview of Content Manager Clients

  • Navigate the full Content Manager desktop interface
  • Navigate the Content Manager Desktop client
  • Navigate the Content Manager Web client
  • Navigate the Content Manager WebDrawer

Module 3: Search Functionality in Content Manager

This module provides an understanding of different search options and methods of CM. It explains how to search contents:

  • Use various full search methods and options
  • Create simple and advanced searches.
  • Refine the Search result, count and save search.
  • Use the Boolean, multi-field, and string-based search editors.
  • Content Search (IDOL Based)

Module 4: Creating Records

  • Create metadata-only and electronic document records
  • Use the registration form.
  • Work with offline records.
  • Use searching knowledge (when applicable)

Module 5: Working with Records

  • Maintain records and update their metadata.
  • Use the Records Shortcut menu.
  • Create and use saved searches

Module 6: Editing Records (Document Management)

  • Edit electronic documents through Content Manager and their native applications
  • Summarize the differences between View, Check Out, and Edit
  • Articulate the differences between record revisions and record version
  • Finalize a document

Module 7 – Working with Document Queues

  • Define document queues
  • Create and use a document queue within Content Manager
  • Describe automatic queue processing.
  • Summarize the practical applications for document queues

Module 8 – Content Manager Integration with MS Outlook

  • Send a Content Manager record to someone using MS Outlook
  • Use various methods to register an item into Content Manager from MS Outlook
  • Use a linked folder.
  • Sending email from Content Manager

Module 9 – Working with Alerts and User Labels

  • Define alerts
  • Summarize the uses for alerts
  • Create and configure alerts