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Getting started - Creating content

The most important basic functions and further functionalities in the document creation

Stefan Philipp avatar
Written by Stefan Philipp
Updated over 10 months ago

Document creation and publishing

Training content:

  • Create new documents

  • Understand the structure of documents (Steps, Process steps, Interactions)

  • Publish documents (minor/major versions)


Interactions and content of a documents

Training content:

  • Add pictograms

  • Preview documents

  • Get to know interaction types

  • Add and work with interactions


Tags, QR-codes and Classifiers

Training content:

  • Understand zags, QR-codes and classifiers

  • Use tags, QR-codes and classifiers


Media and Material

Training content:

  • Differentiate global and local material/media

  • Embed media (PDFs, images, videos) in documents and modify them

  • Create material and media


Create Orders

Training content:

  • Create orders in the editor

  • Add documents to orders


Reports/Exports and Analytics

Training content:

  • Understand general report functions

  • Analyse reports (Analytics)

  • Export reports

  • Search for interaction values


Software settings

Training content:

  • Set the interface language

  • Adjust general settings (depending on your license and role)

  • Add and maintain users

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