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Admin

Document Builder Advanced - Admins


Description
This course is designed for users who will have the role of Administrator in Document Builder.

In this course, you will learn how to:

Create complex documents with multiple sections and sub-sections
Use conditional logic to create dynamic documents
Insert images, tables, and charts into your documents
Use templates to create consistent and professional documents
Collaborate with others on documents
Publish documents in a variety of formats
Manage your organization and its members
Manage Questions that inform variations and dynamic fields and
Learn how to access City Innovate support

You will use the [LMS1] Primary Administrator Training for Document Builder organization to complete the activity sets in this course: https://sb.cityinnovate.com/account/teams/2680
Content
  • Managing Your Organization
  • Introduction to Managing Your Organization
  • Managing Users
  • Viewing Analytics
  • Managing Your Organization - Activity Set
  • Managing Templates
  • Introduction to Managing Templates
  • Creating a Document Template
  • Managing Types of Document Templates
  • Archiving / Restoring Document Templates
  • Managing Section Template Variations
  • Viewing a Detailed Audit Trail
  • Managing Templates - Activity Set
  • Defining Inclusion Criteria
  • Introduction to Defining Inclusion Criteria
  • Defining Inclusion Criteria
  • Adding and Editing Options
  • Defining Inclusion Criteria - Activity Set
  • Managing Questions
  • Introduction to Managing Questions
  • Adding, Editing, and Reordering Questions
  • Managing Questions - Activity Set
  • Training Survey - Document Builder Advanced - Admins
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites
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