FileBound Engineer Training

FileBound Engineer v7 | Level 1 (FB_ENG_L1_21.06)


Description
FileBound Engineer v7 | Level 1 is the next phase of knowledge expansion, upskilling the participant on FileBound Administration, Forms, Workflow and Extensions.

FileBound Engineer v7 | Level 1 is a pre-requisite for FileBound Instructor Lead Training.

This training has been configured using FileBound version 7.5.1. If you are using a previous or future version of FileBound, you may see some minor differences in functionality and product screens.
Content
  • Course and Licensing Overview
  • Course Introduction
  • FileBound Licensing Overview
  • Quiz: Course and Licensing Overview
  • Best Practise - General Setup
  • General Setup
  • Quiz: General Setup
  • FileBound Admin - Main Options
  • General Settings
  • Security
  • Indexing Queue
  • Global Search and Renditions
  • Portals
  • Quiz: Main Options
  • FileBound Admin - Managing and Configuring Projects
  • Introduction to Project Building
  • Configuring a Project
  • Quiz: Managing and Configuring Projects
  • FileBound Admin - Managing FileBound Users and Groups
  • Overview of Users and Groups
  • Creating Users
  • Importing Users via CSV
  • Creating a Group
  • Quiz: Managing FileBound Users and Groups
  • FileBound Admin - Managing and Configuring FileBound Security
  • Overview of Security
  • File Security
  • Field Security
  • Divider Security
  • Clipboard Only Access
  • Quiz: Managing and Configuring FileBound Security
  • FileBound Workflow - Basics
  • Introduction to Workflow
  • Understanding the Step Stencil
  • Understanding the Flow Control Stencil
  • Understanding Action Stencils
  • FileBound Workflow - Configuration
  • Configuring Step Stencils
  • Configuring Flow Control Stencils
  • Configuring Action Stencils
  • Configuring the Assignable Step
  • FileBound Workflow - Routing Documents
  • Routing a document through a Workflow
  • Ad-hoc Routing
  • FileBound Workflow - Assignments
  • Workflow Assignments
  • FileBound Workflow - Reporting
  • Workflow Status Reports
  • Assignment Management Report
  • Quiz: Workflow
  • FileBound Forms - Basics
  • An Introduction to Forms
  • FileBound Forms - Web Forms Designer
  • Digging into the Toolbox
  • Creating a New Form
  • Creating a Custom Success Page
  • Using Templates to Create Forms
  • FileBound Forms - Master Page and Forms Reporting
  • Customising the Forms Portal Master Page
  • Building a Forms Report
  • FileBound Forms - Submission
  • Submitting a Form
  • Quiz: Forms
  • FileBound Extensions - Automation Processes
  • Automation Processes
  • Enterprise Service and Server Groups
  • Global Search Automation Process
  • Scheduled Workflow Process
  • Recycle Bin Cleaner
  • Renditions Automation Process
  • Quiz: Automation Processes
  • FileBound Extensions - Advanced Document Relationships
  • Document Relationships
  • Document Relationships (Many to Many)
  • Quiz: Document Relationships
  • Training Feedback
  • FileBound Engineer 2021 | Level 1 Feedback Survey
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever