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Certification → 100's → 100: Product Overview

Documents Tab (100.G)


Description
In this course we will explain what documents are, the types of documents, the use of documents, properties of documents, and how the catch-all Documents chart tab is used. Reporting, based on documents, is also available. This course is recorded using a test system with fake charts and will take approximately 90 minutes to complete.

Author: Angie Nichols

Content
  • High Level Overview
  • Introduction
  • Overview
  • Document Types Editor Brief Overview
  • Document Summary Chart Tab
  • DataVis Full Documents Story Chart Tab
  • Read vs Unread Documents shared to Portal
  • Document Options
  • Document Properties
  • Document Search Methods
  • Search Report Filter Exclude Locked Documents
  • Document Search Report Templates
  • Summary Documents CSV API Data Import
  • Preferences, Security Permissions, & System Settings
  • Conclusion
  • Test
  • Course Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 2 years
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