Doxis e-file

3 days, 1st day: 10:00 AM to 5:00 PM, 2nd day: 9:00 AM to 5:00 PM

Content of the training " Doxis e-file"

Target Group: IT administrators, Project developer and Partners

The Doxis Relationship Service manages e-files and classification schemes as part of your Doxis DMS/BPM management system. In this course, participants will become acquainted with the technical and business configuration for creating e-files. In addition, participants will learn about classification schemes and the creation and authorization of personal and public directories based on real-life examples. The comprehensive rights management, including the inheritance logic of e-files rights for documents, rounds off the overview.

Self-study course (with your own schedule)
Web Tues, Sep 30 - Oct 02, 2025 Sep 30 - Oct 02, 2025

Cost

  • Price per participant: €2,250
  • 3 Learning Credits per person
  • 21 Learning Credits for up to 12 persons

Requirements

  • Knowledge: User Basics Windows Operating Systems
  • SERacademy training modules: Doxis CSB Functional Administration Basic
  • Recommended in-depth training: Doxis CSB Technical Administration, Doxis BPM, Doxis e-file, Doxis winCube for power users, Doxis winCube Scripting, Doxis webCube Scripting, Doxis File Import Service (FIPS), Doxis Agent Service

Topics

  • Configuration of the Doxis Relationship Service
  • Document references
  • Creation of e-file classes and e-file definitions
  • Static and dynamic registers
  • Integration of BPM processes into the e-file concept
  • "e-file in e-file" functionality
  • Using and enhancing classification schemes
  • Personal and public directories and their permissions

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