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Collaborative Office



Delivery: every course can be offered as Live or Remote event. Due to Covid-19 emergency most of the delivery will be done remotely, please contact your local training manager for confirmation.

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:
    • Document Type.
    • Document Activity.
    • Workflow Definition.
    • User Rights.
    • Collaborative Office Document creation.
  5. End-user’s duties:
    • Overview of available functionality.
    • Editing a Document Section.
    • Compare multiple documents & track changes.
    • Submission/Approval of Document and Sections.
    • Create a complete Document.
  6. Tips & Techniques and Best Practices.

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Please fill in the following form to contact the local Academy team who will give you the necessary information to finalize the registration for the selected training course.

Pricing


PersonsCCH Tagetik OfficeOn-site

PRICING AND REGISTRATION
If you are interested in arranging a customized training program, would like to discuss organizing an in-house training session or if you have any other CCH Tagetik education-related questions, please call us at our offices or send a request using the form.