training

Thorough and relevant training is critical to ensure you get the most out of your software.  It also helps managers, IT staff, and end users envision the most effective ways to use DocFinity to streamline work within your company. As a key component of our implementation practices, your in-depth training will prepare you to independently leverage and expand the use of DocFinity in your department or enterprise-wide.

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Training Overview

 

 

Administrator-based training courses are offered for all DocFinity products and focus on simplifying and effectively administering the software, as well as designing automation processes to run smoothly behind the scenes. In addition, we offer foundation courses for end users covering scanning and administration. Training is offered at our offices, on-site, or interactively through the web. Self-paced training is also available via the DocFinity Online Training Portal. Our courses cover:

 

  • DocFinity Products
  • System Architecture
  • Security
  • Functionality
  • Benefits
  • User Interfaces
  • Maintenance
  • and more...

 

Detailed instructional and reference materials are included with each course, and a certificate of completion is awarded to

attendees who complete each class or course. Learn more about the monthly series of training courses that are available for

DocFinity users.

DocFinity Training
Self-paced Training

This option allows attendees to set their own pace in learning the prepared course material, while still having the advantages of instructor-led group activities. Activity handouts will be made available before each instructor-led group activity. Access to the online interface is not restricted to traditional desktop/laptop computers; it can also be used on mobile devices. Project handouts of the PowerPoint slides, and also full DocFinity manuals in PDF format, can be made available to attendees, if desired.

 

There are several considerations to keep in mind when choosing self-paced, web-based DocFinity Course Training. While attendees are encouraged to go at their own pace in studying the course materials, ALL the named attendees must attend the activity sessions together at the same time. This date and time must be scheduled beforehand to ensure attendee and instructor availability. Named attendees will be provided with 6 months of online system access, so the full course should be completed within that time frame.

 web-based Self-paced training

View

the DocFinity Training Book

Training Book

Pre-scheduleD Trainings

DocFinity Support

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100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

Self-paced Training

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Learn the skills needed to get the most out of DocFinity.

ECM solutions

DocFinity Training
Self-paced Training
DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241