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

Fabasoft Folio Basics 

  • User interface
  • Objects in Fabasoft Folio

 

Enterprise Content Management 

  • Working with content (import, export, edit, read, metadata)
  • Folio network drive and Folio folder
  • View and column settings
  • Tagging
  • Search and search folders
  • Office integration
  • Template management
  • Categories
  • Versioning
  • Follow-ups

 

Collaboration 

  • Access rights
  • Sharing Objects via e-mail
  • Teamroom
  • Newsfeed
  • News and history

 

Customer Relationship Management 

  • Organization
  • Person
  • Address management
  • Communication list and journal
  • Bulk mailings and mail merge
  • Contact management

 

Business Process Management 

  • Overview
  • Work list
  • Ad-hoc-workflows and -templates
  • Roll concept and substitution
  • BPMN 2.0 workflows

 

Compliance Management 

  • General features of business objects
  • Access definition
  • Content lifecycle management
  • 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)