Skip to main content
User training II - Editor

The most important basic functions and further functionalities in the editor view

Simon Seher avatar
Written by Simon Seher
Updated over a year 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


Orders in the editor view

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

Did this answer your question?