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Combined Viewer

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SECTION 1: Introduction

01 Introduction 2 m
02 Demonstration 4 m

SECTION 2: Configuration

03 Product Rights & Licensing 2 m
04 Settings 3 m
05 Source Filter 1 m
06 Import Keywords 1 m
07 Import Documents 1 m
08 View Tabs 5 m
09 Keywords & User Groups 1 m
10 End User Demonstration & Customization 3 m

SECTION 3: Conclusion

11 Best Practices & Performance 2 m
12 Conclusion 2 m

SECTION 4: Final Assessment (Earn 80% or higher to earn credit)

13 Final Assessment

Do you have business processes involving collections of documents, WorkView objects, and Workflow items? Need a better way to interact with that data? With Combined Viewer, you can easily navigate the related information, all together, in one interface. You'll also enjoy features like accessing recent documents, marking with flags, creating your own personal queries, utilizing full-text search, and completing tasks. In this course, expert Brian LaPorte walks you through configuring your own combined views in the Unity Client.

  • Premium
  • P1539
  • Intermediate
  • 27 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Required Licenses
  • Flagging a Document
  • Performing Ad Hoc User Tasks from Combined Viewer
  • Viewing Related Items
  • Creating a New Combined View Type
  • Setting Auto-Name String, View Orientation, and Header
  • Rearranging Source Filters
  • Showing the Count of Documents in a View Tab
  • Selecting a View Tab Color
  • Setting User Group Permissions for View Tabs
  • Rearranging View Tabs
  • Modifying Existing View Tabs
  • Creating a Personal Query
  • Using the Import Center
  • Adding a Note