Trainings

ecoMAILZ offers useful functions for automatic archiving, retrieval, and management of all incoming and outgoing emails and their attachments. The Webclient enables convenient access to all emails from your PC, smart phone and tablet.

The training course gives an overview of the most important features and presents the numerous options our software offers. The training course is ideal for ecoMAILZ beginners.

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

ecoDMS is an easy-to-use, comprehensive document management system for digitising, archiving, sharing, managing and finding all documents on your PC, smart phone and tablet. The software contains a large range of features like: Automatic archiving and backup, filter and search functions (incl. full-text search), export, emailing, version management, notes, and much more.

In this training we give an overview of the most important functions and present the diverse possibilities of our software. The training course is ideal for ecoDMS beginners.

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

Incoming documents can be automatically assigned according to specified attributes and archived in a dark process without requiring user interaction. Document recognition is based on pre-configured keywords, barcodes, layouts or identified zones, which are saved in so-called classification templates. If a document which matches a template reaches the archive, the template designer automatically searches for the matching classification template and executes the processes specified in the template.

In this training course we show how, without programming knowledge, you can achieve even more speed, efficiency and automation when archiving documents in ecoDMS using the template designer.

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

• GoBD (German Principles of Orderly Accounting)
• Process documentation
• Auditing Compliance
• Erasure regulations

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

Accounts payable or accounts receivable invoice runs go through several stages in your company until payments are instructed. At each of these stages, information is added to the associated documents to ensure staff know what to do with the file next.

This training session focuses on how ecoDMS can support and optimise existing invoice runs.

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

ecoDMS allows you to archive any number of document versions. This means that the original persists. As an option you can add a comment to each version. Office integrations for ecoDMS allow users to open, edit and save documents as a new version straight from the DMS.

This training course introduces the various features and options of version management in more detail.

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

Use the web client to access ecoDMS through an internet browser from your computer, laptop, smart phone and tablet from any platform and wherever you are. Your responsible ecoDMS administrator can enable the web functions in the ecoDMS Settings. You can access the web client from an internal network and through remote access.

This training course introduces ecoDMS Webclient and how to configure and operate it.

Topics include:

• Configuring the required web service for internal and external access (settings dialogue in the ecoDMS desktop client on a Windows PC)
• Assigning the necessary system permissions for "web users" (user and group management in the ecoDMS client on a Windows PC)
• Logging in and using basic functions of the web client (e.g. archiving and classifying files, document search...).

The web client is presented on a Windows PC via a current Internet browser.

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group

Type: Theory (presentation)
Duration: approx. 60 min.
Participants: Open group