ForumPass Familiarization

This course is a 60-minute lecture-style webinar that demonstrates logging in and project site navigation.  We step through the basics of file sharing, including:

• • Folder Creation
  • How to Upload and Download Documents
  • System Alerts Creation
  • Using Check-Out/Check-In
  • Versioning
  • Document Workflow Tasks (Routing for Notifications, Approvals, etc.)
  • How to Access WebEx Meeting Functionality
    

Additional Resources

• • Familiarization Participant Workbook 
  • Familiarization Presentation

ForumPass Site Creator

This course is a 60-minute lecture-style webinar designed to review basic ForumPass 7 features and provide instructions on how to create and manage project sites.  By attending this webinar, you learn best practices on how to organize, create, and manage your project’s sites, including:

• • Importance of Planning
  • Site Structures
  • Creating Sites
  • Site Features and Changing Site Details
  • Site Personalization, Look and Feel
  • List and Library Settings
  • How to Add Users and Content
  • People, Groups, and Permissions

NOTE: The ForumPass 7 Familiarization training is a prerequisite for this course.

Additional Resources

• • Site Creator Participant Workbook
  • Site Creator Presentation

Training Registration

• • Register for ForumPass Familiarization Online Training.  
  • Register for ForumPass Site Creator Training.