Lesson #2: Documents

Lesson #2 Table of Contents

Video #1 - Documents Full Table (1)

  • Assignment

Video #2 - Document Category

  • Assignment

Video #3 - Adding a Document

  • Assignment

Video #4 - Document Draft Review and Approval Workflow

  • Assignment

Video #5 - Custom Fields

  • Assignment

Powerpoint Presentation - Lesson #2

 

 

Lesson #2 Video #1: Documents Full Table

  • Assignment:
    • Add a new report to the document’s full table
    • Please use the following naming convention for your report:
      • [Your last name] Report [today’s date]

 

 

Lesson #2 Video #2: Document Category 

  • Assignment:
    • Add a new document category
      • Please use the following naming convention for your category
        • [Your last name] Document Category
      • Add yourself and the dummy user you added previously to your new document category

 

 

Lesson #2 Video #3: Adding a Document

  • Assignment
    • Please use the following naming convention for your document
      • [Your last name] Document
    • Add a new document to the new document category you created

 

 

Lesson #2 Video #4: Document Draft Review and Approval Workflow

  • Assignment:
    • Launch a draft review workflow, but only to yourself.
      • Complete the draft review
    • Launch an approval workflow, but only to yourself
      • Approve the document workflow

 

 

Lesson #2 Video #5: Custom Fields

  • Assignment:
    • Add a new custom field to the application
      • Please use the following naming convention for your custom field
        • Abbreviation: [Your last initial] Cus Field
        • Full Name: [Your last name] Custom Field

 

Please click on the attachment hyperlink below to download the powerpoint presentation for this lesson.

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