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Fabasoft Folio Use Cases


Get all news and information concerning Fabasoft products directly from the Fabasoft experts. It is our pleasure to invite you to the Training "Fabasoft Folio Use Cases". Benefit from outstanding training services to optimize your investment in Fabasoft’s state-of-the-art software!

In this training you are going to learn the basics and use cases of Fabasoft Folio.

Training Contents

Introduction 

  • Fabasoft Folio Editions
  • Fabasoft Software Product Portfolio

Fabasoft Folio Basics 

  • Fabasoft Folio Architecture (overview)
  • User Basics
  • Objects

Enterprise Content Management 

  • Importing and exporting content
  • Importing and exporting e-mails, contacts and  appointments
  • Reading and editing content
  • Term-based tagging
  • Searching folders and selections
  • Working with templates
  • Versioning

Mobility and Accessibility 

  • Folio folder
  • Mobile devices
  • Accessibility
  • Keyboard handling

Collaboration 

  • Granting permissions
  • Sharing Objects via e-mail
  • Teamroom
  • Newsfeed
  • News and chronicle

Relationship Management 

  • Organizations
  • Persons
  • Address management
  • Communication list and journal
  • Bulk mailings and mail merge

Business Process Management 

  • Overview
  • The work list
  • Processes
  • Ad-hoc process changes
  • Roll concept
  • Substitution

Compliance Management 

  • General features of business objects
  • Working with documents
  • Working with records and cases
  • Archiving

Training materials:

Training documents and examples will be made available in a Fabasoft Cloud Teamroom.

Language:

German (English possible by request at registration; documentation in course language)

Training details

Price
EUR 1500,- (exclusive of VAT)
Level
Basic

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