Inhalt

Basic Course SmartDocuments

Getting Started as an Administrator or Template Designer.

In this practical two-day training course, you will learn all the essential skills needed to work effectively with SmartDocuments. The focus is on system administration as well as the independent creation of templates and workflows, enabling you to quickly deliver value within your organization.

What You Will Learn

  • Create templates and document workflows: Learn step by step how to build intelligent, reusable templates and document workflows.
  • Modify existing templates and apply corporate identity and branding guidelines.
  • Connect data sources so that documents can be populated automatically with data from other systems.

Why Is This Training Important?

SmartDocuments is a powerful standalone solution, while also providing seamless integration with data from external systems. This training helps you get the most out of the platform, both technically and functionally, empowering you to create efficient and scalable document processes.

Requirements

  • Access to the SmartDocuments environment with administrator privileges.
  • Access to the SmartEditor for template creation and editing.
  • Access to the Workflow Designer.