Academy

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.

Take Your Template Management to the Next Level.

Have you already completed the foundation training and are ready for the next step? Our Advanced Training is designed to address your specific requirements, challenges, and objectives. Whether you want to analyze and optimize existing templates, explore integrations in greater depth, or discuss specific use cases and questions, this training provides tailored knowledge and practical guidance to help you get even more out of SmartDocuments. Unlike a standard training course, the content is fully customized to your individual learning goals, experience level, and business requirements. Working closely with our experts, you will focus on the topics that matter most to your organization and gain hands-on insights that can be applied immediately.

What You Will Learn

• Best practices for analyzing and optimizing document templates.
• Advanced template design and management techniques.
• Solutions to specific challenges and use cases.
• Expert recommendations tailored to your environment and processes.

Who Should Attend?

This training is for experienced SmartDocuments users, administrators, and template designers who want to deepen their knowledge and take their document automation capabilities to the next level.

Requirements

• Access to the SmartDocuments environment with administrator privileges.
• Access to the SmartEditor for template editing.
• Access to the Workflow Designer.
• Completion of the Basic Course.

Become an Expert in Template Editing.

Want to get even more out of your SmartDocuments environment? In this hands-on training course, you will learn everything you need to know about editing and optimizing existing templates quickly, efficiently, and without errors.

Please note: This is not a condensed version of the foundation training. The course focuses specifically on template creation, editing, and optimization.

What You Will Learn

• How to edit text accurately and efficiently within existing templates.
• Advanced field functions and template design features, including calculations, business rules, and other dynamic functionality.
• How to maintain consistency in tone of voice, branding, and document structure.
• Best practices for fast, high-quality content editing at scale.

Why Attend This Training?

Well-designed templates are essential for ensuring consistency, efficiency, and professional communication. This training gives you the skills and confidence to manage and optimize templates independently while maintaining high quality standards across your organization.

Requirements

• Access to the SmartDocuments environment with administrator privileges.
• Access to the SmartEditor for template editing.
• Completion of the Basic Course.

Dive into our new SmartEditor.

Stay up to date and make the most of the latest SmartEditor experience. In this hands-on one-day training course, you'll get a comprehensive introduction to the new SmartEditor in our SaaS environment and learn how to work efficiently with its updated features and functionality. Designed specifically for existing SmartEditor users, this training focuses on everything that is new, enhanced, or has changed compared to previous versions. Through practical exercises and real-world examples, you'll gain the confidence to navigate the new interface, apply new features effectively, and continue creating and maintaining templates with ease.

What You Will Learn

• An overview of all new and updated SmartEditor features.
• Changes to the user interface and workflows.
• Best practices for working efficiently with the new version.
• Hands-on exercises to apply your knowledge immediately.
• Tips and tricks for getting the most out of the new SmartEditor.

Who Should Attend?

This training is ideal for existing SmartEditor users who are transitioning to the new SaaS-based SmartEditor and want to quickly become confident and productive with the updated environment.

Requirements

• Access to the SmartDocuments environment with administrator privileges.
• Access to the SmartEditor for template editing.
• Completion of the Basic Course.

Create documents that are accessible to everyone.

Digital accessibility is becoming increasingly important for organizations that want to ensure inclusive communication and comply with modern accessibility standards. In this practical half-day workshop, you will learn how to create and maintain document templates that are accessible by design. Based on the WCAG 2 guidelines, our experts guide you through the key principles of accessible document creation and show how these can be applied directly within your SmartDocuments templates. Through practical examples and hands-on exercises, you will gain the knowledge needed to create documents that are easier to read, navigate, and use for all audiences.

What You Will Learn

• The fundamentals of digital accessibility and WCAG 2 requirements
• How to structure documents using headings and logical content hierarchies
• Best practices for text formatting and alignment
• How to use images and alternative text effectively
• Creating accessible tables and document layouts
• How to design templates so accessibility is built in by default

Who Should Attend?

This workshop is ideal for template designers, content editors, administrators, and anyone responsible for creating or maintaining document templates within SmartDocuments.

Duration

Approximately 5.5 hours

Requirements

• Access to the SmartDocuments environment with administrator privileges.
• Access to the SmartEditor for template editing.
• Completion of the Basic Course.

The ideal introduction to SmartDocuments within your organization.

Looking to introduce SmartDocuments to your organization in a practical and engaging way? Our Walk-In Sessions provide the ideal starting point for users across different departments and teams. These interactive sessions are designed to give participants a clear understanding of how SmartDocuments supports efficient document processes and simplifies everyday work. In just one hour, our experts provide a concise overview of the platform, demonstrate the complete document creation process, and show how documents can be generated quickly and consistently using the SmartDocuments Wizard. Each session also includes time for questions and discussion, allowing participants to explore how SmartDocuments can support their specific processes and requirements.

What Participants Will Learn

• Introduction to SmartDocuments and its key capabilities.
• Overview of document workflows and automation concepts.
• Live demonstration of the Question Wizard and document generation process.
• Practical examples tailored to your organization.
• Interactive Q&A session with SmartDocuments experts.

Who Should Attend?

These sessions are ideal for end users, managers, and project stakeholders who want to understand the benefits and possibilities of SmartDocuments before working with the solution themselves.