Why join the group?
Your organization has already taken significant steps investing in your success with bringing Docuware online, BUT the possibilities are virtually endless. UBEO wants to ensure that your organization is maximizing the benefits of this amazing platform and there is no one better than you to understand how to improve your team's workflow.
In these sessions, you will:
- Learn the latest new features of Docuware
- Share best practices with other UBEO customers
- Understand new ways to deploy workflow solutions to benefit your team
- Ensure you are getting the most out of your organization's investment
View the Agenda!
The goal of this group is to provide vital training in multiple sessions with a very limited time commitment. Over the course of several months, this working group will cover keys elements of Docuware: everything from the basics functionality to security, automation and more! See the details of each session!
DocuWare Fundamentals
Navigating the Interface. In this session, we will cover navigating the user interface including:
- Trays
- Search features
- Lists
- Workflows
- Folders
DocuWare Fundamentals Part 2
In this session, we continue educating on the basic of the platform. Topics include:
- Document Organization
- Dialogs
- Intelligent Indexing
- User Q&A
DocuWare Security
In this session, we will dive deep into topics of security. This will include:
- How do users work
- Understanding profiles & document security
- Groups and roles
- Single sign on for both Azure and OIDC
- User Q&A
Working with Email
Unlock the power of DocuWare as it integrates with the most used business application: Email. In this session, we will:
- Review the connection process to Outlook
- Understand bulk and web-based email
- Review Microsoft Appstore outlook & OWA configuration
- User Q&A
Automating Forms Processes
On this day, we will cover one of the most popular features of DocuWare: Forms Automation. We will learn:
- How to integrate webforms
- the forms merge process including submitting multiple documents, attachments, and fillable areas post submission
- Integration with downstream workflows
Basic Workflows
In this session, we will learn the process of building basic workflows. Build scale into your processes by building workflows that reduce friction and dramatically increase productivity. You will learn:
- How to navigate the canvas designer
- Understand triggering conditions, controls, variables, and connecting the dots
- How to add approval processes
Advanced Workflows
We build upon the first session of workflow nd add in next-level features. Here you will learn:
- How to implement controls
- How to integrate web services
- To connect platform APIs
- To build looping workflows
Integration
In this next session, we will focus on integrations with other systems. Here, we will cover:
- API integrations with your existing appications
- CSV Data exchange
- DocuWare's Gateway Service