Collaborative Office

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Delivery: every course can be offered as Live or Remote event. Due to Covid-19 emergency most of the delivery will be done remotely, please contact your local training manager for confirmation.
Audience: Administrators and disclosure Contributors
Prerequisites: Data Model and Output Reporting (only for CCH® Tagetik integrated implementation)

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Objectives: This training provides a basic overall knowledge of the set of processes available with CCH® Tagetik Collaborative Office. The attendees learn how to design collaborative documents, how to distribute the duties among the contributors as well as how data is retrieved from CCH® Tagetik or external attachments.

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Topics:

1. Uses of CCH® Tagetik Collaborative Office.
2. General overview.
3. Explanation of the most commonly used Front Ends (Web & Word).
4. Administrator’s duties:
   • Document Type.
   • Document Activity.
   • Workflow Definition.
   • User Rights.
   • Collaborative Office Document creation.
5. End-user’s duties:
   • Overview of available functionality.
   • Editing a Document Section.
   • Compare multiple documents & track changes.
   • Submission/Approval of Document and Sections.
   • Create a complete Document.
6. Tips & Techniques and Best Practices.