Standard Training Config and Workflow Workbench Modules

This session is for Managers and Admins only. This is an in-depth session that covers step-by-step how to configure some parts of the platform such as brand and text changes to the Portals, and how to set up a Summary View on the Workbench.

Objectives 

• In the Workflow module you will learn how to: 
  • Access and utilize Entities and Attributes.
  • Modifying a Table View including adding, removing, sorting columns of information included by default.
  • Set up a Summary View to review information quickly within the Workbench.
• In the Config module you will learn how to: 
  
  • Changing Portal Page wording.
  • Creating Document Templates and assigning them for Licensees to obtain and print from the licensee portal.

Prerequisites

• Delegates should have watched the relevant Introductory Demos and attended all relevant Standard Training sessions before this.

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Training Materials for your session

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