Course Objective
The goal of this course is to train clients in the complete use of the advanced document management and electronic signature platform. By the end of the course, participants will be able to manage documents, create workflows, manage users and devices, and utilize automation and integration tools to optimize their document processes.
Total Duration
• 5 hours, divided into 5 modules.
Methodology
• 100% online.
• Each module includes a combination of theory and practice with real-time examples.
• The course will use live tutorials, demonstrations, and interactive sessions with practical exercises.
Module 1: Introduction and Dashboard Overview
Duration: 1 hour
Content:
1. Welcome and Overview (10 min)
• Introduction to the platform.
• Course objectives.
2. Dashboard Overview (50 min)
• Summary of all platform activities.
• Document Monitoring:
• Sent documents.
• Received documents.
• Documents ready for signature.
• Approval processes.
• Report downloads and generation.
Practical Activity:
• Hands-on exercise on reviewing and monitoring documents via the dashboard.
Module 2: Document Management and User Creation
Duration: 1 hour
Content:
1. Document Management Menu (30 min)
• Navigation and usage of the document management menu.
• Organizing documents.
• Advanced document search.
2. Contact and User Creation (30 min)
• Creating and managing contacts.
• User creation.
• Assigning roles and permissions.
• Configuring user profiles.
Practical Activity:
• Hands-on exercise on creating a user with a customized profile and assigning permissions.
Module 3: Mobile Devices and Electronic Certificates
Duration: 1 hour
Content:
1. Mobile Device Management (30 min)
• Configuring mobile devices.
• Associating devices with users.
2. Uploading and Using Electronic Certificates (30 min)
• Importing and managing certificates.
• Using certificates in signature processes.
Practical Activity:
• Hands-on exercise on configuring a mobile device and uploading an electronic certificate.
Module 4: Notifications, Workflow, and Integrations
Duration: 1 hour
Content:
1. Notifications (15 min)
• Setting up email and SMS notifications.
• Tracking alerts and reminders.
2. Workflow Creation (30 min)
• Configuring and managing workflows.
• Customizing workflows for different processes.
3. Integrations (15 min)
• Integrating with other tools and platforms.
Practical Activity:
• Hands-on exercise on creating a workflow and setting up notifications.
Module 5: Automation and Mass Document Sending
Duration: 1 hour
Content:
1. Automation (30 min)
• Setting up automations for document management.
• Examples of automating repetitive tasks.
2. Mass Document Sending Using CSV (30 min)
• Preparing CSV files.
• Importing and mass sending documents.
Practical Activity:
• Hands-on exercise on mass document sending using a CSV file.
Evaluation and Closing
Duration: 15 minutes
Content:
• Review of key course topics.
• Q&A session.
• Practical evaluation of platform usage.
• Closing remarks and distribution of participation certificates.
This training course is designed to comprehensively cover all essential aspects for clients to effectively manage their documents and electronic signature workflows using the platform. Let me know if there are any adjustments or additions you would like to make.
