Fabasoft Folio Use Cases

Learn 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 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
  • Read and edit content
  • Term-based tagging
  • Search 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 

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

 

Business Process Management 

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

 

Compliance Management 

  • General features of business objects
  • Working with documents
  • Working with records and cases
  • Archiving
Prerequisites:
Training documents and examples from the training will be made available in a Fabasoft Cloud team room. You should therefore have a Fabasoft Cloud account before the start of the training.
Training materials:
Training documents and examples will be made available in a Fabasoft Cloud Teamroom.
Language:
Englisch (if there are only German speaking participants, the training will be held in German)