Lorenz Events

Time: 14:00 - 16:00 (CET) / 08:00 - 10:00 (EST)

This Online Training is designed for people using LORENZ docuBridge FIVE.

Agenda:

• Introduction to docuBridge
      o docuBridge Login
      o docuBridge Explorer
      o Navigation Pane
      o Properties
      o Groups
      o Roles
• Options
• Uploading Single Files and Related Documents
      o Mandatory
      o Optional
      o Text Box
      o List Box
• Quality Control of Uploaded Files – Editing Attributes and Deleting Duplicates
      o Attribute Tab
      o Permissions Tab
• Customizing Layouts
      o Column Settings
      o Column Layout
      o Personal Layout
• Uploading Multiple Files
      o Tree View
      o Structure View
      o Uploading Files as Related Document
• Access Control – Distributing Files
      o Custom Procedure
      o Lock
      o Distribute
      o Properties
      o Delete
• Creating and Using Searches
      o Documents Search
      o Sub Filter Search
      o Filters
      o Group by…
      o Count Indicator
      o Search Permissions
• Versioning Documents – Editing Files in docuBridge
      o Editing Word Documents Inside docuBridge
      o Creating PDF Documents
• Uploading Files From External Sources
      o Creating Version Outside docuBridge
      o Download Copy
• Deleting a Document
• Hiding a Document
• ID Related Document Search
• Administrative Procedures and Hiding of Documents
• Reports
      o Content Assignment Report
      o Audit Trail Report
• Download a Copy
• Update Attribute and Contents
• Quick Access Toolbar Shortcut Keys in docuBridge Explorer

The Online Training "LORENZ docuBridge FIVE as Submission Management System (Part I) - Compiling a Submission"
on Thursday, 5 March, 2020 could also be interesting for you.

To purchase access to this Online Training visit our Online Store.