Home / Course catalog / Document Builder Orientation Course

Procurement Staff

Document Builder Orientation Course


Description
Welcome to "Document Builder Orientation Course" a foundational course designed to equip you with the essential skills and knowledge to effectively use Document Builder. This course is tailored for new users, providing a comprehensive introduction to the platform's features, tools, and functionalities.

By the end of this course, participants will be able to:

1. Navigate the Document Builder interface with confidence.
2. Understand and utilize key features, including document assembly and customization
options.
3. Manage and organize documents and templates effectively.
4. Integrate data sources and use automation features to streamline document creation.
5. Apply best practices for collaborative document editing and version control.
Content
  • Introduction
  • Introduction to Document Builder!
  • Navigating the Platform
  • Accessing Support
  • Creating a Project
  • Introduction to Creating Projects
  • Adding a New Project
  • Answering Project Questions
  • Collaborating With Team Members
  • Adding Collaborators
  • Utilizing Comments & Track Changes
  • Managing Documents
  • Managing Solicitation Documents
  • Introduction to Leveraging Advanced Formatting
  • Adding and Editing Images in Sections & Subsections
  • Editing Tables in Sections & Subsections
  • Tips and Guidance for Formatting
  • Exporting Projects
  • Exporting Solicitation Documents
  • Certification
  • Training Survey
  • DB Orientation Certification Exam
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year