This administrator-level course covers the setup and configuration of Content Manager for Enterprise use.
Topics covered include Security, Locations, Retention, Schedules and Holds, Classifications/Categories, Record Types, Action Tracking, System Options, Troubleshooting Tips, Audit Configuration, Auto Classification, Advance Disposal, Client Matter Functionality, and Export and Import functionalities (DataPort).
Class sizes are limited to 12 participants to provide adequate individual attention under the guidance of expert trainers. During this course, learners will participate in guided demonstrations followed by self-completed exercises. It is important to complete all demonstrations and exercises because the course builds upon itself.