Nautilus On Demand. Self-Paced Online Learning Curriculum List

Transcription

1 Nautilus On Demand Self-Paced Online Learning Curriculum List January 2019

2 Table of Contents Nautilus for Web Client End Users... 3 Nautilus for Unity Client End Users... 9 Nautilus for Thick Client End Users Nautilus for Administrators To register, get more details, or see course dates, access The Learning Center at

3 Nautilus On Demand Web Client Nautilus for Web Client End Users Nautilus for Web Client 2019 Nautilus and Web Client Overview Nautilus Overview Web Client Overview Nautilus Navigation Web Client Window Panels Nautilus Toolbars Overview General Toolbars Overview Document Retrieval Toolbar Text Search Toolbar Annotation Toolbar Column/Row Locking Toolbar Pages Toolbar Notes Toolbar Notes List Toolbar Viewer Control Toolbar What s Coming Next! Retrieve Documents Overview of Document Retrieval Retrieve Documents Using Date Searches Retrieve Documents Using Keyword Searches Retrieve Documents Using a Text Search Retrieve Documents Using Notes Searches Retrieve Documents Using Custom Queries Document Search Results Nautilus On Demand Curriculum List January 2019 Page 3 of 35

4 Nautilus On Demand Web Client Nautilus for Web Client 2017 Nautilus Web Client Curriculum (2017) Course 1: Web Client Overview Lesson 1: Introduction and Life Cycle of a Document Lesson 2: Nautilus Architecture - Disk Groups, Data Base Lesson 3: Nautilus Terminology Lesson 4: Document Organization - Document Type Groups, Document Types, Keywords Lesson 5: Logging In/Out of Nautilus Lesson 6: Nautilus Web Client Screen Navigation Lesson 7: Search and Results Criteria Lesson 8: System Demonstration - Navigating and retrieving a document Lesson 9: Retrieving Multiple Documents Lesson 10: Page Configuration & Document Sizing Lesson 11: Retrieving Using Date Options Course 2: Retrieving Documents - Basics Lesson 1: Introduction and Search Criteria Options Review Lesson 2: Retrieve Documents using Wildcard Searches Lesson 3: System Demonstration Lesson 4: Nautilus Screen Overview for Document Retrieval Lesson 5: Retrieving using Date Options Lesson 6: Keywords Lesson 7: Multiple Document Searches Lesson 8: Wildcard Searches Lesson 9: Keyword Drop Down Lists Lesson 10: Keyword Data Sets Course 3: Retrieving Documents - Advanced Lesson 1: Introduction and Search Criteria Options Review Lesson 2: Multiple Keyword, Binary & Comparatives Searches Lesson 3: Text & Note Search Lesson 4: System Demonstration Lesson 5: Default Date Search Lesson 6: Customize Nautilus Client Nautilus On Demand Curriculum List January 2019 Page 4 of 35

5 Nautilus On Demand Web Client Lesson 7: Multiple Keywords and Keyword Ranges Lesson 8: Text Tab, Wildcard, Number Searches Lesson 9: Text Search Toolbar Lesson 10: Note Tab Search, Lesson 11: Text Reports Course 4: Working with Documents Lesson 1: Introduction, Document Viewer and Toolbars Overview Lesson 2: Image Documents Toolbars Lesson 3: Viewer Control Toolbar Lesson 4: Notes Toolbar, Notes List and Working with Notes Lesson 5: Annotations and Redaction Toolbars Lesson 6: Text Search Toolbar Lesson 7: Column Search Lesson 8: Column/Row Locking Lesson 9: Notes Toolbar Lesson 10: Thumbnails and Pages Toolbar Options Lesson 11: Auto Scroll Lesson 12: Showing Note Icons on Documents Lesson 13: Reuse Zoom Region Lesson 14: Rubber band Zoom Course 5: Right-click Options Lesson 1: Introduction and Overview of Right-click Options for Text and Image Documents Right-click Options for Image and Text Documents: Lesson 2: Keywords Lesson 3: Renditions/Revisions Lesson 4: Document History and Filter Items Lesson 5: Cross-References Lesson 6: Notes Lesson 7: Re-Index Lesson 8: Printing Lesson 9: Delete Document Lesson 10: Toolbars, Navigate, Display Nautilus On Demand Curriculum List January 2019 Page 5 of 35

6 Nautilus On Demand Web Client Lesson 11: Properties Right-click Options for Text Documents: Lesson 12: Keywords Lesson 13: History Lesson 14: Cross-References Lesson 15: Show Folder Location Lesson 16: Send To Options Course 6: Custom Queries Lesson 1: Custom Query introduction Lesson 2: Accessing Custom Queries Lesson 3: Retrieving Document(s) using Custom Queries Lesson 4: Managing Documents using Custom Queries Course 7: Folders Lesson 1: Introduction to Folders Lesson 2: Accessing Folders & Folders Overview Lesson 3: Add to Favorites Lesson 4: Retrieving Documents using Folders Lesson 5: Review the Folders Screens & How Folders Work Lesson 6: Managing the Folders Screen Lesson 7: Using the Find Folder Option Lesson 8: Right-click Options Course 8: Highlights and Annotations Lesson 1: Introduction to Highlights & Annotations (A/.H s) Lesson 2: Reviewing A/H s on a Document Lesson 3: Navigating A/H s Lesson 4: Activating the A/H Toolbar Lesson 5: Adding an A/H Lesson 6: Deleting an A/H Lesson 7: Accessing an A/H on a Document Lesson 8: Setting the Auto-hide Option Lesson 9: Adding a Highlight with a Note Nautilus On Demand Curriculum List January 2019 Page 6 of 35

7 Nautilus On Demand Web Client Lesson 10: Redaction Amount Lesson 11: Printing a A/H Lesson 12: Privacy and Right-click Options Lesson 13: Black/White Redaction Lesson 14: Annotation, Highlight & Redaction Review Course 9: Notes Lesson 1: Introduction to Notes Lesson 2: Adding a Note Lesson 3: Viewing a Note Lesson 4: Auto-hide a Note Lesson 5: Note Privacy Options Lesson 6: Viewing a Note (Note List Toolbar, View Note Icon, Right-click) Lesson 7: Deleting a Note Course 10: Staples Lesson 1: Introduction to Staples Lesson 2: Adding a Staple/Connecting a Document Lesson 3: Accessing a Staple/Connected Document Course 11: Cross Reference Lesson 1: Introduction to Cross-Reference Lesson 2: Accessing Cross-Reference using Right Click Text Document Lesson 3: Accessing Cross-Reference using Double Click Text Document Lesson 4: Accessing Cross-Reference using Right Click Image Document Lesson 5: Accessing Cross-Reference using Double Click Image Document Lesson 6: Review Double Click for Text and Image Documents Course 12: Envelopes Lesson 1: Introduction to Envelopes Lesson 2: Adding Docs to an Envelope using Right Click Lesson 3: Creating a New Envelope and Adding Docs Lesson 4: Accessing Envelopes via User Options Lesson 5: Reviewing Docs in an Envelope Lesson 6: Creating a New Envelope in User Options Lesson 7: Sharing Envelopes and Sharing Settings Nautilus On Demand Curriculum List January 2019 Page 7 of 35

8 Nautilus On Demand Web Client Lesson 8: Deleting an Envelope Lesson 9: Removing Docs from an Envelope Course 13: User Options and Client Settings Lesson 1: User Options Retrieval Default Date Lesson 2: User Options Document Rotation Lesson 3: Client Settings Course 14: Internal Mail Lesson 1: Internal Mail Overview & Permissions Lesson 2: Mailing a Document Lesson 3: Accessing Mailbox and Screen Review Lesson 4: Opening an Attachment Lesson 5: Creating/Deleting Mail Nautilus On Demand Curriculum List January 2019 Page 8 of 35

9 Nautilus On Demand Unity Client Nautilus for Unity Client End Users Nautilus for Unity Client End Users Nautilus Unity Client Curriculum (2017) Course 1: Unity Client Overview Lesson 1: Logging Into Unity Client Lesson 2: Application Menu & Ribbon Grouping Lesson 3: Retrieval Page Lesson 4: Adding Favorites & Homepage Lesson 5: Retrieving Documents Lesson 6: Column Adjustments Lesson 7: Clear Customizations Lesson 8: Group By Area Lesson 9: Filters & Operators Lesson 10: Clear Filters Lesson 11: Clear All Column Filters Lesson 12: Viewing Documents In Document Viewer Lesson 13: Viewing Documents In Separate Document Viewer Lesson 14: Managing A Document Image Tab Course 2: Retrieving Documents - Basics Lesson 1: Retrieving A Document Using Wildcard Lesson 2: Retrieve A Document U Lesson 3: Retrieving Using A Drop Down List Lesson 4: Retrieving Using A Data List/Set Lesson 5: Reset Input Fields Lesson 6: Retrieving Using Dates Lesson 7: Viewing Documents Image Lesson 8: Viewing Documents Text Lesson 9: Text Search Lesson 10: Test Search In A Column Nautilus On Demand Curriculum List January 2019 Page 9 of 35

10 Nautilus On Demand Unity Client Course 3: Retrieving Documents - Advanced Lesson 1: Retrieving Documents Using Multiple Keywords & Operators Lesson 2: Multiple Keywords Lesson 3: Text Search Lesson 4: Numeric Search Lesson 5: Wildcard Search Lesson 6: Case Sensitive Lesson 7: Column Search Lesson 8: Text Search In The Text Document Lesson 9: Note Search Course 4: Working with Documents Lesson 1: Ribbon & Ribbon Groupings Overview Lesson 2: Image Documents Document Tab Lesson 3: Keywords Lesson 4: Cross-References Lesson 5: Discussions Lesson 6: Revisions Lesson 7: History Lesson 8: Document Properties Lesson 9: Re-Index Lesson 10: Delete Document Lesson 11: Notes/Annotations Lesson 12: Image Tab Lesson 13: Sizing/Zooming/Rotating A Document Lesson 14: Test Documents Document Tab Lesson 15: Cross-References Lesson 16: Text Tab Lesson 17: Text Search Lesson 18: Sizing/Zooming/Rotating A Document Lesson 19: Toggle Overlay Nautilus On Demand Curriculum List January 2019 Page 10 of 35

11 Nautilus On Demand Unity Client Course 5: Ribbon and Right-click Options Lesson 1: Ribbon Options Lesson 2: Keywords Lesson 3: Discussions Lesson 4: Revisions Lesson 5: Document History Lesson 6: Properties Lesson 7: Re-Index Lesson 8: Deleting A Document Lesson 9: Notes Lesson 10: Send To - File Lesson 11: Send To - Print Lesson 12: Send To Create New Document Lesson 13: Send To Reading Group Lesson 14: Send To Envelopes Lesson 15: Send To My Personal Page Lesson 16: Send To Internal User Lesson 17: Send To Mail Recipient Lesson 18: Right-Click Options Overview/Comparison Lesson 19: Show Folder Location Course 6: Custom Queries Lesson 1: Custom Query introduction Lesson 2: Accessing Custom Queries Lesson 3: Filtering Results Course 7: Folders Lesson 1: Reviewing The File Cabinet/Folder Screen Lesson 2: Accessing Documents In A File Cabinet/Folder Lesson 3: Folder Templates Lesson 4: Auto Foldering Lesson 5: Folder Tabs Lesson 6: Folder Search Window Lesson 7: Document Tab Nautilus On Demand Curriculum List January 2019 Page 11 of 35

12 Nautilus On Demand Unity Client Lesson 8: Find Folder Lesson 9: Applying A Template Lesson 10: Static Documents Course 8: Annotations, Mark Ups and Redactions Lesson 1: Adding Highlights & Annotations Lesson 2: Adding Privacy Options Lesson 3: Notes Task Pane Lesson 4: Adding Markups Lesson 5: Saving The Mark Ups As A Revision Lesson 6: Retrieving A Revision Lesson 7: Adding A Redaction Lesson 8: Retrieving A Redaction Course 9: Notes Lesson 1: Notes Overview Lesson 2: Adding A Note Lesson 3: Adding Privacy Options Lesson 4: Showing/Hiding Notes Lesson 5: View Notes Task Pane Lesson 6: Delete Notes Lesson 7: Printing A Note Course 10: Cross Reference Lesson 1: Cross-Reference Overview Lesson 2: Accessing Cross-Referenced Documents Lesson 3: Accessing Cross-Referenced Documents Using Hot Spots Course 11: Envelopes Lesson 1: Envelopes Overview Lesson 2: Adding Documents To An Envelope Lesson 3: Creation An Envelope Lesson 4: Reviewing Documents In A Folder Lesson 5: Removing Documents From An Envelope Lesson 6: Deleting An Envelope Nautilus On Demand Curriculum List January 2019 Page 12 of 35

13 Nautilus On Demand Unity Client Lesson 7: Share Envelope Access Course 12: User Options, Settings and Personal Page Lesson 1: Overview Lesson 2: User Administration Lesson 3: Reset Password Lesson 4: Lock/Unlock An Account Lesson 5: Deleting/Editing A User Group Lesson 6: Adding/Editing Security Keywords Lesson 7: Deleting A User Lesson 8: Unlocking System, Document & Process Locks Lesson 9: User Options Lesson 10: General Document Printing Lesson 11: Retrieval Date Options Lesson 12: Revision Control Lesson 13: Change Password Lesson 14: Personal Page Course 13: Internal Mail Lesson 1: Internal Mail Overview Lesson 2: Sending a Document Lesson 3: Accessing Mailbox and Retrieving a Mailed Document Lesson 4: Opening an Attachment Lesson 5: Creating/Deleting Mail Nautilus On Demand Curriculum List January 2019 Page 13 of 35

14 Nautilus On Demand Thick Client Nautilus for Thick Client End Users Nautilus for Thick Client End Users (2017) Nautilus Thick Client Curriculum (2017) Course 1: Thick Client Overview Lesson 1: Introduction and Life Cycle of a Document Lesson 2: Nautilus Architecture - Disk Groups, Data Base Lesson 3: Nautilus Terminology Lesson 4: Document Organization - Document Type Groups, Document Types, Keywords Lesson 5: Logging In/Out of Nautilus Lesson 6: Nautilus Web Client Screen Navigation Lesson 7: Search and Results Criteria Lesson 8: System Demonstration - Navigating and retrieving a document Lesson 9: Retrieving Multiple Documents Lesson 10: Page Configuration & Document Sizing Lesson 11: Retrieving Using Date Options Course 2: Retrieving Documents - Basics Lesson 1: Introduction and Search Criteria Options Review Lesson 2: Retrieve Documents using Wildcard Searches Lesson 3: System Demonstration Lesson 4: Nautilus Screen Overview for Document Retrieval Lesson 5: Retrieving using Date Options Lesson 6: Keywords Lesson 7: Multiple Document Searches Lesson 8: Wildcard Searches Lesson 9: Keyword Drop Down Lists Lesson 10: Keyword Data Sets Course 3: Retrieving Documents - Advanced Lesson 1: Introduction and Search Criteria Options Review Lesson 2: Multiple Keyword, Binary & Comparatives Searches Nautilus On Demand Curriculum List January 2019 Page 14 of 35

15 Nautilus On Demand Thick Client Lesson 3: Text & Note Search Lesson 4: System Demonstration Lesson 5: Default Date Search Lesson 6: Customize Nautilus Client Lesson 7: Multiple Keywords and Keyword Ranges Lesson 8: Text Tab, Wildcard, Number Searches Lesson 9: Text Search Toolbar Lesson 10: Note Tab Search, Lesson 11: Text Reports Course 4: Working with Documents Lesson 1: Introduction, Document Viewer and Toolbars Overview Lesson 2: Image Documents Toolbars Lesson 3: Viewer Control Toolbar Lesson 4: Notes Toolbar, Notes List and Working with Notes Lesson 5: Annotations and Redaction Toolbars Lesson 6: Text Search Toolbar Lesson 7: Column Search Lesson 8: Column/Row Locking Lesson 9: Notes Toolbar Lesson 10: Thumbnails and Pages Toolbar Options Lesson 11: Auto Scroll Lesson 12: Showing Note Icons on Documents Lesson 13: Reuse Zoom Region Lesson 14: Rubber band Zoom Course 5: Right-click Options Lesson 1: Introduction and Overview of Right-click Options for Text and Image Documents Right-click Options for Image and Text Documents: Lesson 2: Keywords Lesson 3: Document History and Filter Items Lesson 4: Cross-References Lesson 5: Notes Nautilus On Demand Curriculum List January 2019 Page 15 of 35

16 Nautilus On Demand Thick Client Lesson 6: Printing Lesson 7: Send To Lesson 8: Re-Index Lesson 9: Delete Document Lesson 10: Delete/Reorder Pages Lesson 11: Toolbars, Navigate, Display Lesson 12: Show Folder Locations Lesson 13: Previous/Next Document Right-click Options for Text Documents: Lesson 14: Cross-References Lesson 15: Select Method Lesson 16: Text Search Lesson 17: Text Lock Lesson 18: Change Font Lesson 19: Show Folder Location Course 6: Custom Queries Lesson 1: Custom Query Overview Lesson 2: Retrieving Document(s) using Custom Queries Lesson 3: Opening Multiple Documents with Custom Queries Lesson 4: Customizing Toolbar with Query Icon Course 7: Folders Lesson 1: Introduction to Folders Lesson 2: Accessing Folders & Folders Overview Lesson 3: Add to Favorites Lesson 4: Retrieving Documents using Folders Lesson 5: Review the Folders Screens & How Folders Work Lesson 6: Managing the Folders Screen Lesson 7: Using the Find Folder Option Lesson 8: Right-click Options Course 8: Highlights and Annotations Lesson 1: Introduction to Highlights & Annotations (A/.H s) Lesson 2: Reviewing A/H s on a Document Nautilus On Demand Curriculum List January 2019 Page 16 of 35

17 Nautilus On Demand Thick Client Lesson 3: Navigating A/H s Lesson 4: Activating the A/H Toolbar Lesson 5: Adding an A/H Lesson 6: Deleting an A/H Lesson 7: Accessing an A/H on a Document Lesson 8: Setting the Auto-hide Option Lesson 9: Adding a Highlight with a Note Lesson 10: Redaction Amount Lesson 11: Printing a A/H Lesson 12: Privacy and Right-click Options Lesson 13: Black/White Redaction Lesson 14: Annotation, Highlight & Redaction Review Course 9: Notes Lesson 1: Introduction to Notes Lesson 2: Adding a Note Lesson 3: Viewing a Note Lesson 4: Auto-hide a Note Lesson 5: Note Privacy Options Lesson 6: Viewing a Note (Note List Toolbar, View Note Icon, Right-click) Lesson 7: Deleting a Note Course 10: Staples Lesson 1: Staples Overview Lesson 2: Adding a Staple/Connecting a Document Lesson 3: Viewing a Staple/Connected Document Lesson 4: Saving a Staple Position Lesson 5: Unobstructed Viewing Lesson 6: Adding Privacy Options Lesson 7: Deleting a Staple Lesson 8: Searching for a Staple Lesson 9: Viewing Staples (Status bar, Toolbar Icon, Right-click) Course 11: Cross Reference Lesson 1: Introduction to Cross-Reference Nautilus On Demand Curriculum List January 2019 Page 17 of 35

18 Nautilus On Demand Thick Client Lesson 2: Text Document Right Click Options Lesson 3: Image Documents Right Click Options Lesson 4: Review Double Click for Text and Image Documents Lesson 5: Benefits of Cross-Referencing Course 12: Envelopes Lesson 1: Introduction to Envelopes Lesson 2: Envelopes Demo Lesson 3: Assigning User Privileges Lesson 4: Adding Docs to an Envelope using Right Click Lesson 5: Creating a New Envelope and Adding Docs Lesson 6: Reviewing Docs in an Envelope Lesson 7: Removing Docs from an Envelope Lesson 8: Deleting an Envelope Lesson 9: Sharing Envelopes Course 13: Toolbars and User Options Lesson 1: Toolbar & User Options Overview Lesson 2: Customizing the Main Toolbar Lesson 3: Text Search Toolbar Lesson 4: Annotation Toolbar Lesson 5: Markup Toolbar Lesson 6: Change Password Lesson 7: User Options General Tab Lesson 8: User Options Startup Tab Lesson 9: User Options Document Tab Lesson 10: User Options Retrieval Tab Course 14: Internal Mail Lesson 1: Internal Mail Overview Lesson 2: Sending Internal Mail Lesson 3: Accessing Internal Mail Inbox Lesson 4: Attaching Document(s) to Internal Mail Lesson 5: Opening an Attachment and Mail Options Lesson 6: Launching Inbox at Login Nautilus On Demand Curriculum List January 2019 Page 18 of 35

19 Nautilus On Demand Nautilus for Administrators Nautilus for Administrators Nautilus Administration Curriculum Course 1: Administration Overview Lesson 1: Nautilus Administrator Responsibilities Overview Lesson 2: Nautilus Administrator Checklist Course 2: Computing/Analyzing Volume Size Lesson 1: Accessing Platter Management Lesson 2: Export Queue Lesson 3: Backup Queue Lesson 4: Delete Queue Lesson 5: Right-click Options - Volume Lesson 6: Analyzing a Copy Lesson 7: Repairing Discrepancies Course 3: Copying a Volume Lesson 1: Copying a Volume Overview Lesson 2: Copying Volume(s) Function Lesson 3: Copying Platter(s)/Copy(ies) Function Course 4: Promoting a Volume Lesson 1: Promoting a Volume/Disk Group Overview Lesson 2: Reasons for Promoting a Volume/Disk Group Lesson 3: Promoting a Volume in Platter Management - Client Lesson 4: Promoting a Volume in Disk Group - Configuration Course 5: Backing Up and Deleting a Volume Lesson 1: Backing up a Disk Group and Deleting a Volume Overview Lesson 2: Backing up a Disk Group Overview Lesson 3: Right-click Options Lesson 4: Analyzing a Copy Lesson 5: Writing/Backing Up to a Disk Group Lesson 6: Verifying a Backup Lesson 7: Deleting a Volume Nautilus On Demand Curriculum List January 2019 Page 19 of 35

20 Nautilus On Demand Nautilus for Administrators Course 6: Identifying and Repairing Process Errors Lesson 1: Identifying and Repairing Process Errors Overview Lesson 2: Searching for Unidentified Items Lesson 3: Repairing Unidentified Items Course 7: Transaction Logs Lesson 1: Transaction Logs Overview Lesson 2: View All Messages Option Lesson 3: Purge messages Course 8: Document/Folder Maintenance Log Lesson 1: Document/Folder Maintenance Log Overview Lesson 2: Document/Process/Batch Locks Lesson 3: Document/Folder Maintenance Log Lesson 4: Deleting Document/Folders Lesson 5: Undeleting a Document/Folders Lesson 6: Purging Deleted Document/Folders Course 9: Scheduling Backups/Purges Lesson 1: Setting up the Purge Schedule Lesson 2: Configuring the Purge Schedule Lesson 3: Running the Purge Schedule Course 10: Reviewing System Reports Lesson 1: Accessing the Document/Folder Maintenance Reports Lesson 2: Creating a Report Lesson 3: Retrieving a Report Lesson 4: Reviewing the SYS Platter Management Report Lesson 5: Retrieving the Verification Report Lesson 6: Retrieve Purge Log System Report Lesson 7: Reviewing Document/Folder Purge SYS Report Nautilus COLD/ERM Curriculum Course 1: COLD/ERM Lesson 1: COLD/ERM Processing Overview Lesson 2: Configuring a Regular/Traditional COLD/ERM Process Lesson 3: Configuring a Visual COLD Process Nautilus On Demand Curriculum List January 2019 Page 20 of 35

21 Nautilus On Demand Nautilus for Administrators Lesson 4: Processing a COLD/ERM Queue Nautilus Custom Queries Curriculum Course 1: Custom Query Overview Lesson 1: Custom Query Overview Lesson 2: Accessing Custom Queries Thick Client Lesson 3: Accessing Custom Queries Web/Thin Client Lesson 4: Accessing Custom Queries Unity Client Course 2: User Access and Settings Lesson 1: Configuring User Access to Custom Queries Lesson 2: Configuring User Access to Client Lesson 3: Adding Query Icon to Toolbar Course 3: Configuring a Basic Custom Query Lesson 1: Configuring Settings Lesson 2: Adding Keywords Lesson 3: Setting Default Date Lesson 4: Adding an Icon Lesson 5: Setting Display Columns Lesson 6: Customizing User View Lesson 7: Configuring column Sort Lesson 8: Query Review Course 4: Adding Additional Query Options Lesson 1: Adding Keyword Operators Lesson 2: Opening Documents Default Lesson 3: Keyword Query Lesson 4: Folder Custom Query Lesson 5: Document Type Group Custom Query Course 5: Unity Client Configuration Options Lesson 1: Pinch and Text Filters Lesson 2: Results Grouping Nautilus Document Imaging (Scanning) Curriculum Course 1: Document Imaging (Scanning) Overview Lesson 1: Scanning Overview Nautilus On Demand Curriculum List January 2019 Page 21 of 35

22 Nautilus On Demand Nautilus for Administrators Lesson 2: Register the Workstation/Processing Lesson 3: Configuring a Scan Queue Lesson 4: Batch Processing Tab Lesson 5: Auto Name Tab Lesson 6: Capture Tab Lesson 7: Indexing Tab Lesson 8: Processing a Scan Queue Lesson 9: Keep Zoom Region Course 2: Configuring a Basic Scan Queue Lesson 1: Basic Set Up in Configuration Lesson 2: Give Process a Name Lesson 3: Add User Group Lesson 4: Choose Document Type(s) Lesson 5: Process Options Lesson 6: Batch Processing Lesson 7: Auto-Name Tab Lesson 8: Capture Tab Lesson 9: Indexing Tab Lesson 10: Moving to the Client Lesson 11: Registering the Workstation Lesson 12: Scan/Index Processing Lesson 13: Indexing Course 3: Double Blind Indexing Lesson 1: Choosing Double Bind Indexing in Process Options Lesson 2: DB Indexing Working in Client Course 4: Quality Assurance (QA) Lesson 1: Why choose QA? Lesson 2: QA Tab Lesson 3: How QA Functions in Client Lesson 4: QA Image Quality Review Queue Lesson 5: QA Review Queue Lesson 6: Awaiting Re-Index Queue Nautilus On Demand Curriculum List January 2019 Page 22 of 35

23 Nautilus On Demand Nautilus for Administrators Course 5: Document Separation Lesson 1: Choosing Document Separation Lesson 2: How Does It Work In Client? Course 6: AutoFill Keyword Sets Lesson 1: What are AutoFill Keyword Sets? Lesson 2: Configuring AutoFill Keyword Sets in Configuration Lesson 3: Importing the Set in Client Lesson 4: Using the Set to Index Course 7: Multiple Document Types Lesson 1: Process Setting Tips Lesson 2: Processing the File Lesson 3: Indexing the Multiple Doc Types Lesson 4: Correcting an Indexing Error Course 8: User Group Options Lesson 1: Special User Groups Lesson 2: Scan Queue Button for Override Lesson 3: What the User Sees Course 9: Scanning Reports Lesson 1: Scanning Reports Overview Lesson 2: Generating a Report Lesson 3: Where is the Stored? Lesson 4: Scanning summary by Batch Lesson 5: User Summary by Date Lesson 6: Scan Queue Summary Lesson 7: Batch Date Summary Lesson 8: Document Type Summary Lesson 9: Purge Scanning Logs Nautilus Document Import Processor (DIP) Curriculum Course 1: Document Import Processor (DIP) Lesson 1: DIP Processing Overview Lesson 2: Ordered DIP Configuration Lesson 3: Tagged DIP Configuration Nautilus On Demand Curriculum List January 2019 Page 23 of 35

24 Nautilus On Demand Nautilus for Administrators Lesson 4: Register and Process a DIP Queue Nautilus Document Retention Curriculum Course 1: Document Retention Overview Lesson 1: Document Retention Training Objectives Lesson 2: What is Document Retention Lesson 3: Why Document Retention Lesson 4: Document Retention Terminology Lesson 5: Plan Your Retention Lesson 6: Spreadsheet Your Plan Lesson 7: Document Retention Training Modules Course 2: Configuring a Document Retention Type and Period Lesson 1: Configuring a Document Type Retention Type and Period Lesson 2: Configuring a Document Type Group Retention Type and Period Course 3: Configuring the Document Retention Processor Lesson 1: Setting Document Retention Processor Security Lesson 2: Configuring the Document Retention Processor Course 4: Running the Document Retention Processor Lesson 1: Accessing the Document Retention Processor Lesson 2: SYS Document Retention Report Course 5: Excluding Documents from Purging Lesson 1: Setting Security Lesson 2: Running the Processor in Client Lesson 3: Excluding Documents from Purge Lesson 4: Accessing SYS Document Retention Report Course 6: Configuring an Evaluation Process Lesson 1: Configuring an Evaluation Process Course 7: Running an Evaluation Process Lesson 1: Evaluating Documents through Workflow Lesson 2: Running the Purge Process Lesson 3: Reviewing SYS-Reports Course 8: Scheduling a Document Retention Process Lesson 1: Difference of Process Job & Scheduler Nautilus On Demand Curriculum List January 2019 Page 24 of 35

25 Nautilus On Demand Nautilus for Administrators Lesson 2: Scheduling a Process Lesson 3: Adding a Process Job Lesson 4: Reviewing a Process Job Lesson 5: Reviewing Scheduler Management Lesson 6: Creating a Schedule Template Lesson 7: Reviewing Jobs/Scheduler from Document Retention Processor Course 9: Client/End User Options Lesson 1: Viewing Excluded Items Lesson 2: Excluding Documents for Document Retention Lesson 3: Removing a Document from Exclusion Lesson 4: Document Retention Manager User Group and Rights Lesson 5: Delete and Re-Index Options Nautilus File Cabinets and Foldering Curriculum Course 1: File Cabinet and Foldering Overview Lesson 1: Introduction to File Cabinets & Foldering Lesson 2: Why Use File Cabinets & Foldering Lesson 3: Document Retrieval Methods Lesson 4: File Cabinets & Foldering Screen Orientation Lesson 5: Folder Features Lesson 6: File Cabinets & Foldering Terminology Lesson 7: File Cabinets & Foldering Demonstration Course 2: Designing a Folder Lesson 1: Designing a Folder Structure Lesson 2: Strategizing a Folder Solution Lesson 3: Suggested Questions to Ask Lesson 4: Keywords are Key Lesson 5: Mortgage File Cabinet & Folder Example Course 3: Security and User Options Lesson 1: File Cabinets & Foldering Security & User Options Overview Lesson 2: User Group Privileges Lesson 3: Client User Options Nautilus On Demand Curriculum List January 2019 Page 25 of 35

26 Nautilus On Demand Nautilus for Administrators Course 4: File Cabinets Lesson 1: What is a File Cabinet? Lesson 2: File Cabinet & Folder Example Lesson 3: Configuring a File Cabinet Course 5: Configuring a Parent Folder Lesson 1: Configuring a Parent Folder Overview Lesson 2: Parent Folder Example Lesson 3: Configuring a Parent Folder Course 6: Configuring a Child Folder Lesson 1: Child Folder Overview Lesson 2: Child Folder Example Lesson 3: Configuring Child Folders Course 7: Adding Dynamic Documents Lesson 1: Dynamic Documents Overview Lesson 2: Auto Folder Processing Options Lesson 3: Adding Dynamic Documents in Configuration Course 8: Auto Foldering Lesson 1: Auto Folder Illustration Lesson 2: Auto Folder with Auto Create Lesson 3: Configuring Auto Foldering Course 9: Auto Create Lesson 1: Auto Create Illustration Lesson 2: Configuring Auto Create Feature Course 10: Auto Folder Existing Documents Lesson 1: Auto Folder Existing Documents Overview Lesson 2: Triggering Auto Folder for Existing Documents Lesson 3: Validating Auto Folder Test Course 11: Display Tab Options Lesson 1: Adding Tabs to Child Folders Lesson 2: Adding a Pop Up List Lesson 3: Folder Contents Display Options Lesson 4: Document Sort Order Nautilus On Demand Curriculum List January 2019 Page 26 of 35

27 Nautilus On Demand Nautilus for Administrators Lesson 5: Child Folder Sort Options Lesson 6: Display Child Folders from Search Lesson 7: Folder Searchable Option Lesson 8: Child Folder Tab Options Course 12: Folder Templates Lesson 1: Folder Template Overview & Example Lesson 2: Configuring Folder Templates Course 13: Related Folder Types Lesson 1: Related Folder Overview & Example Lesson 2: Configuring Related Folder Types Lesson 3: Show Folder Location from a Document Course 14: Folder Notes Lesson 1: Document Notes Reference Lesson 2: Folder Notes Examples Lesson 3: Configuring Folder Notes Course 15: End User Folder Options Lesson 1: User Options Lesson 2: Adding File Cabinets Icon Lesson 3: Folder Pane Customization Course 16: Deleting and Reporting File Cabinets and Folders Lesson 1: Deleting Considerations Lesson 2: Deleting at Configuration Lesson 3: Deleting Orphans Lesson 4: Folder Activity Transaction Log Lesson 5: Folder Maintenance Report Lesson 6: Undeleting Folders Lesson 7: Deleting Folder in Configuration Lesson 8: Schedule Purging Folder Maintenance Lesson 9: Deleting a File Cabinet Nautilus On Demand Curriculum List January 2019 Page 27 of 35

28 Nautilus On Demand Nautilus for Administrators Nautilus Records Management Curriculum Course 1: Records Management Overview Lesson 1: Records Management Overview/Objectives Lesson 2: What is Records Management Lesson 3: Why Records Management Lesson 4: Prerequisites Lesson 5: Document Retention & Records Management Comparison Lesson 6: Plan Your Retention Lesson 7: Spreadsheet Your Plan Course 2: Configuration and User Security Lesson 1: Records Management License Lesson 2: Rights to Configure Records Management Lesson 3: Folder Security Lesson 4: Records Management User Security Lesson 5: Records Management Transaction Log Reporting Course 3: File Cabinet Lesson 1: Records Management File Cabinet/Folder Example Lesson 2: Configuring a Records Management File Cabinet Course 4: Managed Child Folder Lesson 1: Configuring the Child Folder Lesson 2: Setting Tab Configuration Lesson 3: User Group Assignment Lesson 4: Keyword Types Lesson 5: Configuring an Auto Name String Lesson 6: Auto Folder Document Types Course 5: Retention Plan Lesson 1: Retention Plan Overview Lesson 2: Configuring a Retention Plan Lesson 3: Customizing a Fiscal Year Course 6: Retention Plan Sets Lesson 1: What is a Retention Plan Set Lesson 2: How is it Used Nautilus On Demand Curriculum List January 2019 Page 28 of 35

29 Nautilus On Demand Nautilus for Administrators Lesson 3: Configuring a Retention Plan Set Lesson 4: Adding the Retention Plan Set to a Managed Folder Course 7: Event Sets Lesson 1: Review of Records Management Lesson 2: Event Sets Overview Lesson 3: Event Sets Configuration Lesson 4: Setting an Event at the Client Level Course 8: Hold Sets Lesson 1: Hold Sets Overview Lesson 2: Hold Sets Examples Lesson 3: Configuring Hold Sets Lesson 4: Setting Hold Sets to a Folder in Client Lesson 5: Removing a Hold Set in Client Course 9: Folder Templates Lesson 1: Folder Templates Overview Lesson 2: Folder Template Example Lesson 3: Folder Template Configuration Course 10: Auto Folder Existing Documents Lesson 1: Triggering the Auto Folder Options Lesson 2: Viewing Results of Auto Folder Test Lesson 3: Auto Folder Remaining Documents Course 11: End User Security Lesson 1: File Cabinet Security Lesson 2: Folder Security Lesson 3: User Groups & Rights Privileges Lesson 4: Records Management Security Lesson 5: Records Management Security at the Client level Course 12: Posting an Event Lesson 1: Display Disposition Lesson 2: Posting an Event Lesson 3: Records Management Administration Lesson 4: Creating & Viewing a Records Management Report Nautilus On Demand Curriculum List January 2019 Page 29 of 35

30 Nautilus On Demand Nautilus for Administrators Course 13: Holds Lesson 1: Holds Overview Lesson 2: Placing a Hold Lesson 3: Viewing a Hold Lesson 4: Placing Multiple Holds Lesson 5: Viewing Hold(s) in Records Management Administration Lesson 6: Removing a Hold in Records Management Administration Lesson 7: Creating and Viewing a Report Course 14: Destroying Folders and Documents Lesson 1: Destroying via Records Management Administrator Lesson 2: Validating Transaction Log Lesson 3: Documents Destroyed, Document Data Maintained Lesson 4: Reviewing Certificates of Destruction Course 15: Folder Reporting Lesson 1: Records Management Report Lesson 2: Records Management Configuration Report Lesson 3: Folder History Lesson 4: Folder History Generate Report Lesson 5: Transaction Log Folder Activity Lesson 6: Transaction Log Search Criteria Lesson 7: Transaction Log Order by Nautilus System Structure Curriculum Course 1: Nautilus Overview Lesson 1: Lifecycle of a Document Lesson 2: What is ECM (Electronic Content Management) Lesson 3: Capture Content Lesson 4: Manage Content Lesson 5: Store Content Lesson 6: Preserve Content Lesson 7: Deliver Content Lesson 8: Nautilus The ECM Solution Nautilus On Demand Curriculum List January 2019 Page 30 of 35

31 Nautilus On Demand Nautilus for Administrators Course 2: Nautilus System Structure Lesson 1: Open Data Base Connections (ODBC) Lesson 2: Thick Client or Web/Thin Client What s Right For You? Lesson 3: Disk Group Components Lesson 4: Disk Group Volumes Lesson 5: Bringing It All Together Course 3: System Security Lesson 1: User Groups & Rights Overview Lesson 2: User Names & Passwords Overview Lesson 3: User Group Structure Considerations Lesson 4: Adding Functions to a User Group Lesson 5: Creating a User Lesson 6: Reviewing User Setup in Client Course 4: Document Organization Lesson 1: Document Organization Overview Lesson 2: Document Organization in Nautilus Lesson 3: Document Auto-Name String Lesson 4: Keyword Configuration Overview Lesson 5: Document Type Group Overview Lesson 6: Document Type Overview Lesson 7: Auto-Name String Overview Course 5: Ad Hoc Importing Lesson 1: Ad Hoc Import Overview Lesson 2: Importing and Indexing a Document Lesson 3: Retrieving an Imported Document Nautilus Workflow Curriculum Course 1: Workflow Overview Lesson 1: Workflow Overview & Terminology Lesson 2: Workflow Demonstration Lesson 3: Benefits of Workflow Lesson 4: Workflow Elements Lesson 5: Workflow Rules Nautilus On Demand Curriculum List January 2019 Page 31 of 35

32 Nautilus On Demand Nautilus for Administrators Lesson 6: Workflow Actions Lesson 7: Workflow Triggers Course 2: Creating a Workflow Life Cycle Lesson 1: Accessing/Opening a Repository Lesson 2: Adding a Life Cycle Lesson 3: Adding a Queue Lesson 4: Formatting the Graphic Display Lesson 5: Managing Studio Viewing Panes Lesson 6: Toolbox Pane Lesson 7: Verifying Workflow in Client Course 3: Importing Documents into Workflow Lesson 1: COLD Process Settings Lesson 2: DIP Process Settings Lesson 3: Document Imaging Process Settings Lesson 4: Ad Hoc Process Settings Lesson 5: Initial Queue Purpose Lesson 6: Ingesting Documents into the Initial Queue Course 4: Editing and Adding Workflow Queues Lesson 1: Checking out a Workflow Lesson 2: Adding a Life Cycle Icon Lesson 3: Adding Life Cycle Help Test Lesson 4: Adding a Queue Icon Lesson 5: Adding a Queue Description & Help Text Lesson 6: Workflow Documentation Lesson 7: Adding Additional Queues Lesson 8: Workflow Doctor Lesson 9: Adding User Groups Lesson 10: Updating Graphic Display Lesson 11: Testing Workflow Results Course 5: Adding and Executing a Timer Lesson 1: Adding and Executing a Timer Lesson 2: What is a Timer? Nautilus On Demand Curriculum List January 2019 Page 32 of 35

33 Nautilus On Demand Nautilus for Administrators Lesson 3: Adding a Timer Lesson 4: Testing a Timer Course 6: Adding System Work to a Queue Lesson 1: What is System Work? Lesson 2: Adding System Work Lesson 3: Creating a Rule Lesson 4: Creating an Action Lesson 5: Testing System Work Course 7: Adding and Processing Multiple System Work Logic Lesson 1: Adding System Work Lesson 2: Creating a Rule Lesson 3: Creating an Action Lesson 4: Breaking a Copied Action Link Lesson 5: Testing System Work Course 8: Adding an Ad-Hoc Task Lesson 1: Updating Graphic Display Lesson 2: Adding a New Queue Lesson 3: Adding an Ad Hoc Task Lesson 4: Creating an Ad Hoc Task Action Lesson 5: Updating Graphic Display Lesson 6: Testing Ad Hoc Task Lesson 7: Turning On/Accessing Task Pane Course 9: Adding a User Form Lesson 1: What is a User Form Lesson 2: Configuring a User Form Lesson 3: Adding a User Form to an Ad Hoc Task Lesson 4: Adding Action to Display User Form Lesson 5: Resequencing Actions Lesson 6: Testing the User Form Course 10: Adding System Work for Related Documents Lesson 1: Creating a New Rule Lesson 2: Search Multiple Values Independently Nautilus On Demand Curriculum List January 2019 Page 33 of 35

34 Nautilus On Demand Nautilus for Administrators Lesson 3: Creating an Action Lesson 4: Resequencing Rules/Actions Lesson 5: Testing System Work Course 11: Adding Timer and Date Comparison Rule Lesson 1: Adding a Timer to Check for Related Documents Lesson 2: Adding a Rule Lesson 3: Adding an Action Lesson 4: Adding a Date Comparison Rule Course 12: Adding an Amount Compare Rule Lesson 1: Updating Graphic Display Lesson 2: Adding a Rule to system Work Lesson 3: Resorting Rules Lesson 4: Adding an Action Lesson 5: Testing Logic Course 13: Adding a Notification Lesson 1: Adding System Work Action Lesson 2: Creating a Notification Lesson 3: Testing the Logic Lesson 4: Accessing Internal Mail Lesson 5: Setting Auto Notify for Internal Mail Lesson 6: Modifying a Notification Course 14: Adding Work Folders Lesson 1: Configuring a Work Folder Lesson 2: Adding Work Folders to a Life Cycle Lesson 3: Testing Work Folders Lesson 4: Adding a Folder Template Lesson 5: Adding a Template to a Workflow Lesson 6: Testing a Work Folder Template Course 15: Adding Workflow Filters Lesson 1: What are Workflow Filters Lesson 2: Workflow Filter Example Lesson 3: Configuring a Workflow Filter Nautilus On Demand Curriculum List January 2019 Page 34 of 35

35 Nautilus On Demand Nautilus for Administrators Lesson 4: Testing a Workflow Filter Lesson 5: Workflow Filter Settings in Studio Course 16: Workflow Troubleshooting - Document Workflow History Lesson 1: Accessing Doc/Workflow History Lesson 2: Filtering Workflow History Items Lesson 3: Workflow Transaction Tab Lesson 4: Setting Log Execution for Workflow Transaction History Lesson 5: Generating a History Report Course 17: Workflow Troubleshooting - Workflow Doctor Lesson 1: What is Workflow Doctor? Lesson 2: Workflow Doctor in Nautilus Studio Lesson 3: Report Issues Lesson 4: Configuration Errors Lesson 5: Fix System Errors Course 18: Workflow Troubleshooting - Workflow Debug and Diagnostic Console Lesson 1: What is Workflow Debug? Lesson 2: Adding Workflow Trace Switch Lesson 3: Classic Workflow Debug Options Lesson 4: Core-Based Workflow Debug Options Lesson 5: What is Diagnostic Console Lesson 6: Diagnostic Console Results Lesson 7: Diagnostic Console Filtering Lesson 8: Comparative Sort Options Lesson 9: Saving Diagnostic Console Results Course 19: Workflow Troubleshooting - Workflow Search Lesson 1: What is Workflow Search Lesson 2: Studio Workflow Find Lesson 3: Configuration Workflow Find Nautilus On Demand Curriculum List January 2019 Page 35 of 35