Collaborative Office

Duration: 1 day
Audience: Administrators and disclosure Contributors
Prerequisites: Data Model and Output Reporting (only for CCH® Tagetik integrated implementation)

Objectives: This training provides a basic overall knowledge of the set of processes available with CCH® Tagetik Collaborative Office. The attendees learn how to design collaborative documents, how to distribute the duties among the contributors as well as how data is retrieved from CCH® Tagetik or external attachments.

Topics:

1. Uses of CCH® Tagetik Collaborative Office.
2. General overview.
3. Explanation of the most commonly used Front Ends (Web & Word).
4. Administrator’s duties:
1. a. Document Type.
2. b. Document Activity .
3. c. Workflow Definition.
4.  d. User Rights.
5. e. Collaborative Office Document creation.
5. End-user’s duties:
1.  a. Overview of available functionality.
2. b. Editing a Document Section.
3. c. Compare multiple documents & track changes.
4. d. Submission/Approval of Document and Sections.
5. e. Create a complete Document.
6. Tips & Techniques and Best Practices.