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.
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:
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
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.
Are you part of an organization that is a current DocFinity client? If you're new to the software or need to onboard new users, contact our Professional Services Team at email@example.com to begin the registration process for one of our regularly scheduled classes.
You can also email them to schedule time for any other module training you're team is interested in taking.
OIT’s professional services team values the uniqueness of our customers and their individual needs. Our staff partners with each and every customer to ensure the success they expect and deserve.
If you would like to speak with a member of our services team to discuss training opportunities, please contact us at firstname.lastname@example.org.