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 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



  • 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.

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