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Nautilus On Demand – Scan Queue Configuration

Nautilus On Demand Recorded Training Database Configuration Curriculum

Scan Queue Configuration Course

Nautilus - Module 1 Configuring a Basic Scan Queue (10:17) Basic Set Up in Configuration Give Process a Name Add User Group Choose Document Type(s) Process Options Batch Processing Auto-Name Tab Capture Tab Indexing Tab Moving to the Client Registering the Workstation Scan/Index Processing Indexing

Nautilus - Module 2 – Double-blind Indexing (7:15) Choosing Double Bind Indexing in Process Options DB Indexing Working in Client

Nautilus - Module 3 Quality Assurance (QA) (13:03) Why choose QA? QA Tab How QA Functions in Client QA Image Quality Review Queue QA Review Queue Awaiting Re-Index Queue

Nautilus - Module 4 Document Separation (8:29) Choosing Document Separation How Does It Work In Client?

Nautilus - Module 5 AutoFill Keyword Sets (13:20) What are AutoFill Keyword Sets? Configuring AutoFill Keyword Sets in Configuration Importing the Set in Client Using the Set to Index

Nautilus - Module 6 Multiple Document Types (8:46) Process Setting Tips Processing the File Indexing the Multiple Doc Types Correcting an Indexing Error

Nautilus On Demand – Scan Queue Configuration

Nautilus - Module 7 User Group Options (10:04) Special User Groups Scan Queue Button for Override What the User Sees

Nautilus - Module 8 Scanning Reports (16:00) Scanning Reports Overview Generating a Report Where is the Stored? Scanning summary by Batch User Summary by Date Scan Queue Summary Batch Date Summary Document Type Summary Purge Scanning Logs

Nautilus On Demand – Custom Query Configuration 1


Custom Queries Configuration Course

Nautilus - Module 1 Custom Query Overview (5:15 mins) Custom Query Overview Accessing Custom Queries – Thick Client Accessing Custom Queries – Web/Thin Client Accessing Custom Queries – Unity Client

Nautilus - Module 2 – User Access & Settings (5 mins) Configuring User Access to Custom Queries Configuring User Access to Client Adding Query Icon to Toolbar

Nautilus - Module 3 Configuring a Basic Query (19:00 mins) Configuring Settings Adding Keywords Setting Default Date Adding an Icon Setting Display Columns Customizing User View Configuring column Sort Query Review

Nautilus - Module 4 Adding Additional Query Options (14:00 mins) Adding Keyword Operators Opening Documents Default Keyword Query Folder Custom Query Document Type Group Custom Query

Nautilus - Module 5 Unity Configuration Options (7:30 mins) Pinch and Text Filters Results Grouping

Nautilus On Demand – File Cabinets & Folders Modules Page 1


File Cabinets & Foldering Course

Nautilus Foldering - Module 1 Overview/Terminology/Demo ( 15:30 mins) Introduction to File Cabinets & Foldering Why Use File Cabinets & Foldering Document Retrieval Methods File Cabinets & Foldering Screen Orientation Folder Features File Cabinets & Foldering Terminology File Cabinets & Foldering Demonstration

Nautilus Foldering - Module 2 Designing a Folder Structure (9:00 mins) Designing a Folder Structure Strategizing a Folder Solution Suggested Questions to Ask Keywords are Key Mortgage File Cabinet & Folder Example

Nautilus Foldering - Module 3 Security & User Options (12:00 mins) File Cabinets & Foldering Security & User Options Overview User Group Privileges Client User Options

Nautilus Foldering - Module 4 Configuring a File Cabinet (9:20 mins) What is a File Cabinet? File Cabinet & Folder Example Configuring a File Cabinet

Nautilus Foldering - Module 5 Configuring a Parent Folder (10:00 mins) Configuring a Parent Folder Overview Parent Folder Example Configuring a Parent Folder

Nautilus Foldering - Module 6 Configuring a Child Folder (15:00 mins) Child Folder Overview Child Folder Example Configuring Child Folders

Nautilus Foldering - Module 7 Adding Dynamic Documents (7:00 mins) Dynamic Documents Overview Auto Folder Processing Options Adding Dynamic Documents in Configuration


Nautilus Foldering - Module 8 Auto Foldering (7:30 mins)

Auto Folder Illustration Auto Folder with Auto Create Configuring Auto Foldering

Nautilus Foldering - Module 9 Auto Create (3:30 mins) Auto Create Illustration Configuring Auto Create Feature

Nautilus Foldering - Module 10 Auto Folder Existing Documents (10:30 mins) Auto Folder Existing Documents Overview Triggering Auto Folder for Existing Documents Validating Auto Folder Test

Nautilus Foldering - Module 11 Display Tab Options (13:00 mins)

Adding Tabs to Child Folders Adding a Pop Up List Folder Contents Display Options Document Sort Order Child Folder Sort Options Display Child Folders from Search Folder Searchable Option Child Folder Tab Options

Nautilus Foldering - Module 12 Folder Templates (8:00 mins) Folder Template Overview & Example Configuring Folder Templates

Nautilus Foldering - Module 13 Related Folder Types (4:30 mins) Related Folder Overview & Example Configuring Related Folder Types Show Folder Location from a Document

Nautilus Foldering - Module 14 Folder Notes (8:30 mins) Document Notes Reference Folder Notes Examples Configuring Folder Notes

Nautilus Foldering - Module 15 End User Folder Options (8:00 mins) User Options Adding File Cabinets Icon Folder Pane Customization


Nautilus Foldering - Module 16 Deleting & Reporting File Cabinets & Folders (12:30 mins)

Deleting Considerations Deleting at Configuration Deleting Orphans Folder Activity Transaction Log Folder Maintenance Report Undeleting Folders Deleting Folder in Configuration Schedule Purging Folder Maintenance Deleting a File Cabinet

Nautilus On Demand – Document Retention Page 1


Document Retention Course

Nautilus - Module 1 Overview/Terminology (8:00) Document Retention Training Objectives What is Document Retention Why User Document Retention Document Retention Terminology Plan Your Retention Spreadsheet Your Retention Plan Document Retention Training Modules

Nautilus - Module 2 – Config a Doc Ret Type & Period (6:00) Configuring a Document Type Group Retention Configuration a Document Type Retention

Nautilus - Module 3 Config the Doc Ret Processor (8:00) Setting Document Retention Processor Security Configuring the Document Retention Processor

Nautilus - Module 4 Running the Doc Ret Processor (7:00) Accessing the Document Retention Processor SYS – Document Retention Report

Nautilus - Module 5 Excluding Documents from Purging (10:30) Setting Security Running the Processor in Client Excluding Documents from Purge Accessing SYS – Document Retention Report

Nautilus - Module 6 Config an Evaluation Process (6:00) Configuring an Evaluation Process

Nautilus - Module 7 Running an Evaluation Process (7:30) Evaluating Documents through Workflow Running the Purge Process Reviewing SYS-Reports

Nautilus On Demand – Document Retention Page 2

Nautilus - Module 8 Scheduling a Doc Ret Process (11:00)

Difference of Process Job & Scheduler Scheduling a Process Adding a Process Job Reviewing a Process Job Reviewing Scheduler Management Creating a Schedule Template Reviewing Jobs/Scheduler from Document Retention Processor

Nautilus - Module 9 Client/End User Options (4:00) Viewing Excluded Items Excluding Documents for Document Retention Removing a Document from Exclusion User Group/Rights – Document Retention Manager Document Retention – Delete/Re-Index Options

Nautilus On Demand – Records Management Modules Page 1


Records Management Course

Nautilus Records Management - Module 1 Overview/Terminology ( 10:30 mins) Records Management Overview/Objectives What is Records Management Why Records Management Prerequisites Document Retention & Records Management Comparison Plan Your Retention Spreadsheet Your Plan

Nautilus Records Management - Module 2 Configuration & User Security ( 4:30 mins) Records Management License Rights to Configure Records Management Folder Security Records Management User Security Records Management Transaction Log Reporting Nautilus Records Management - Module 3 Configuring a Rec Mgmnt File Cabinet ( 6:00 mins) Records Management File Cabinet/Folder Example Configuring a Records Management File Cabinet

Nautilus Records Management - Module 4 Configuring a Managed Child Folder ( 8:30 mins) Configuring the Child Folder Setting Tab Configuration User Group Assignment Keyword Types Configuring an Auto Name String Auto Folder Document Types

Nautilus Records Management - Module 5 Configuring a Retention Plan ( 13:00 mins) Retention Plan Overview Configuring a Retention Plan Customizing a Fiscal Year

Nautilus Records Management - Module 6 Configuring Retention Plan Sets ( 7:00 mins) What is a Retention Plan Set How is it Used Configuring a Retention Plan Set Adding the Retention Plan Set to a Managed Folder

Nautilus Records Management – Module 7 Configuring Event Sets ( 9:30 mins) Review of Records Management Event Sets Overview Event Sets Overview


Event Sets Configuration Setting an Event at the Client Level

Nautilus Records Management - Module 8 Configuring Hold Sets ( 5:30 mins) Hold Sets Overview Hold Sets Examples Configuring Hold Sets Setting Hold Sets to a Folder in Client Removing a Hold Set in Client

Nautilus Records Management - Module 9 Config & Adding Folder Templates ( 6:30 mins) Folder Templates Overview Folder Template Example Folder Template Configuration

Nautilus Records Management - Module 10 Auto Folder Existing Docs ( 9:30 mins) Triggering the Auto Folder Options Viewing Results of Auto Folder Test Auto Folder Remaining Documents

Nautilus Records Management - Module 11 End User Security ( 6:30 mins) File Cabinet Security Folder Security User Groups & Rights Privileges Records Management Security Records Management Security at the Client level

Nautilus Records Management - Module 12 Posting an Event( 10:00 mins) Display Disposition Posting an Event Records Management Administration Creating & Viewing a Records Management Report Nautilus Records Management - Module 13 Placing, Viewing & Removing Hold(s) ( 8:00 mins) Hold Sets Overview Placing a Hold Viewing a Hold Placing Multiple Holds Viewing Hold(s) in Records Management Administration Removing a Hold in Records Management Administration Creating and Viewing a Report

Nautilus Records Management - Module 14 Destroying Folders & Documents ( 12:30 mins) Destroying via Records Management Administrator Validating Transaction Log Documents Destroyed, Document Data Maintained Reviewing Certificates of Destruction


Nautilus Records Management - Module 15 Rec Mngmnt & Folder Reporting ( 21:00 mins)

Records Management Report Records Management Configuration Report Folder History Folder History – Generate Report Transaction Log – Folder Activity Transaction Log – Search Criteria Transaction Log – Order by

Nautilus On Demand – Unity Client Course Page 1

Nautilus On Demand Recorded Training Nautilus End User Curriculum

Unity Client Course

Nautilus Unity Client - Module 1 Overview/Terminology (24 mins) Logging Into Unity Client Application Menu & Ribbon Grouping Retrieval Page Adding Favorites & Homepage Retrieving Documents Column Adjustments Clear Customizations Group By Area Filters & Operators Clear Filters Clear All Column Filters Viewing Documents In Document Viewer Viewing Documents In Separate Document Viewer Managing A Document – Image Tab

Nautilus Unity Client - Module 2 Retrieving Documents – Basic (18 mins) Retrieving A Document Using Wildcard Retrieve A Document U Retrieving Using A Drop Down List Retrieving Using A Data List/Set Reset Input Fields Retrieving Using Dates Viewing Documents – Image Viewing Documents – Text Text Search Test Search In A Column

Nautilus Unity Client - Module 3 Retrieving Documents – Advanced (37 mins) Retrieving Documents Using Multiple Keywords & Operators Multiple Keywords Text Search Numeric Search Wildcard Search Case Sensitive Column Search Text Search In The Text Document Note Search


Nautilus Unity Client - Module 4 Working With Documents (34 mins)

Ribbon & Ribbon Groupings Overview Image Documents – Document Tab Keywords Cross-References Discussions Revisions History Document Properties Re-Index Delete Document Notes/Annotations Image Tab Sizing/Zooming/Rotating A Document Test Documents – Document Tab Cross-References Text Tab Text Search Sizing/Zooming/Rotating A Document Toggle Overlay

Nautilus Unity Client - Module 5 Ribbon & Right-click Options (28 mins) Ribbon Options Keywords Discussions Revisions Document History Properties Re-Index Deleting A Document Notes Send To - File Send To - Print Send To – Create New Document Send To – Reading Group Send To – Envelopes Send To – My Personal Page Send To – Internal User Send To – Mail Recipient Right-Click Options Overview/Comparison Show Folder Location


Nautilus Unity Client - Module 6 Custom Queries (15 mins)

Custom Query introduction Accessing Custom Queries Filtering Results

Nautilus Unity Client - Module 7 Folders (28 mins) Reviewing The File Cabinet/Folder Screen Accessing Documents In A File Cabinet/Folder Folder Templates Auto Foldering Folder Tabs Folder Search Window Document Tab Find Folder Applying A Template Static Documents

Nautilus Unity Client - Module 8 Annotations, Mark Ups & Redactions (22 mins) Adding Highlights & Annotations Adding Privacy Options Notes Task Pane Adding Markups Saving The Mark Ups As A Revision Retrieving A Revision Adding A Redaction Retrieving A Redaction

Nautilus Unity Client - Module 9 Notes (11 mins) Notes Overview Adding A Note Adding Privacy Options Showing/Hiding Notes View Notes Task Pane Delete Notes Printing A Note

Nautilus Unity Client - Module 10 To Be Added At A Later Time

Nautilus Unity Client - Module 11 Cross-Reference (8 mins)

Cross-Reference Overview Accessing Cross-Referenced Documents Accessing Cross-Referenced Documents Using Hot Spots


Nautilus Unity Client - Module 12 Envelopes (12 mins)

Envelopes Overview Adding Documents To An Envelope Creation An Envelope Reviewing Documents In A Folder Removing Documents From An Envelope Deleting An Envelope Share Envelope Access

Nautilus Unity Client - Module 13 User Options, Settings & Personal Page (24 mins) Overview User Administration Reset Password Lock/Unlock An Account Deleting/Editing A User Group Adding/Editing Security Keywords Deleting A User Unlocking System, Document & Process Locks User Options General Document Printing Retrieval Date Options Revision Control Change Password Personal Page

Nautilus Unity Client - Module 14 Internal Mail (5 mins) Internal Mail Overview Sending a Document Accessing Mailbox and Retrieving a Mailed Document Opening an Attachment Creating/Deleting Mail

Nautilus On Demand – Thick Client Course Page 1


Thick Client Course

Nautilus Thick Client - Module 1 Overview/Terminology Introduction and Life Cycle of a Document Nautilus Architecture - Disk Groups, Data Base Nautilus Terminology Document Organization - Document Type Groups, Document Types, Keywords Logging In/Out of Nautilus Nautilus Web Client Screen Navigation Search and Results Criteria System Demonstration - Navigating and retrieving a document Retrieving Multiple Documents Page Configuration & Document Sizing Retrieving Using Date Options

Nautilus Thick Client - Module 2 Retrieving Documents - Basic Introduction and Search Criteria Options Review Retrieve Documents using Wildcard Searches System Demonstration Nautilus Screen Overview for Document Retrieval Retrieving using Date Options Keywords Multiple Document Searches Wildcard Searches Keyword Drop Down Lists Keyword Data Sets

Nautilus Thick Client - Module 3 Retrieving Documents - Advanced Introduction and Search Criteria Options Review Multiple Keyword, Binary & Comparatives Searches Text & Note Search System Demonstration Default Date Search Customize Nautilus Client Multiple Keywords and Keyword Ranges Text Tab, Wildcard, Number Searches Text Search Toolbar Note Tab Search, Text Reports


Nautilus Thick Client - Module 4 Working With Documents

Introduction, Document Viewer and Toolbars Overview Image Documents Toolbars Viewer Control Toolbar Notes Toolbar, Notes List and Working with Notes Annotations and Redaction Toolbars Text Search Toolbar Column Search Column/Row Locking Notes Toolbar Thumbnails and Pages Toolbar Options Auto Scroll Showing Note Icons on Documents Reuse Zoom Region Rubber band Zoom

Nautilus Thick Client - Module 5 Right-click Options Introduction & Overview of Right-click Options for Text and Image Documents Right-click for Image & Text Documents Keywords Document History and Filter Items Cross-References Notes Printing Send To Re-Index Delete Document Delete/Reorder Pages Toolbars, Navigate, Display Show Folder Locations Previous/Next Document Right-click for Text Documents Cross-References Select Method Text Search Text Lock Change Font Show Folder Location

Nautilus Thick Client - Module 6 Custom Queries Custom Query Overview Retrieving Document(s) using Custom Queries Opening Multiple Documents with Custom Queries Customizing Toolbar with Query Icon


Nautilus Thick Client - Module 7 Folders

Introduction to Folders Accessing Folders & Folders Overview Add to Favorites Retrieving Documents using Folders Review the Folders Screens & How Folders Work Managing the Folders Screen Using the Find Folder Option Right-click Options

Nautilus Thick Client - Module 8 Highlights & Annotations Introduction to Highlights & Annotations (A/.H’s) Reviewing A/H’s on a Document Navigating A/H’s Activating the A/H Toolbar Adding an A/H Deleting an A/H Accessing an A/H on a Document Setting the Auto-hide Option Adding a Highlight with a Note Redaction Amount Printing a A/H Privacy and Right-click Options Black/White Redaction Annotation, Highlight & Redaction Review

Nautilus Thick Client - Module 9 Notes Introduction to Notes Adding a Note Viewing a Note Auto-hide a Note Note Privacy Options Viewing a Note (Note List Toolbar, View Note Icon, Right-click) Deleting a Note

Nautilus Thick Client - Module 10 Staples Staples Overview Adding a Staple/Connecting a Document Viewing a Staple/Connected Document Saving a Staple Position Unobstruct Viewing Adding Privacy Options Deleting a Staple Searching for a Staple Viewing Staples (Status bar, Toolbar Icon, Right-click)


Nautilus Thick Client - Module 11 Cross-Reference

Introduction to Cross-Reference Text Document Right Click Options Image Documents Right Click Options Review Double Click for Text and Image Documents Benefits of Cross-Referencing

Nautilus Thick Client - Module 12 Envelopes Introduction to Envelopes Envelopes Demo Assigning User Privileges Adding Docs to an Envelope using Right Click Creating a New Envelope and Adding Docs Reviewing Docs in an Envelope Removing Docs from an Envelope Deleting an Envelope Sharing Envelopes

Nautilus Thick Client - Module 13 Toolbars & User Options Toolbar & User Options Overview Customizing the Main Toolbar Text Search Toolbar Annotation Toolbar Markup Toolbar Change Password User Options – General Tab User Options – Startup Tab User Options – Document Tab User Options –Retrieval Tab

Nautilus Thick Client - Module 14 Internal Mail Internal Mail Overview Sending Internal Mail Accessing Internal Mail Inbox Attaching Document(s) to Internal Mail Opening an Attachment and Mail Options Launching Inbox at Login

Nautilus On Demand – Web Client Course Page 1


Web Client Course

Nautilus Web Client - Module 1 Overview/Terminology Introduction and Life Cycle of a Document Nautilus Architecture - Disk Groups, Data Base Nautilus Terminology Document Organization - Document Type Groups, Document Types, Keywords Logging In/Out of Nautilus Nautilus Web Client Screen Navigation Search and Results Criteria System Demonstration - Navigating and retrieving a document Retrieving Multiple Documents Page Configuration & Document Sizing Retrieving Using Date Options

Nautilus Web Client - Module 2 Retrieving Documents - Basic Introduction and Search Criteria Options Review Retrieve Documents using Wildcard Searches System Demonstration Nautilus Screen Overview for Document Retrieval Retrieving using Date Options Keywords Multiple Document Searches Wildcard Searches Keyword Drop Down Lists Keyword Data Sets

Nautilus Web Client - Module 3 Retrieving Documents - Advanced Introduction and Search Criteria Options Review Multiple Keyword, Binary & Comparatives Searches Text & Note Search System Demonstration Default Date Search Customize Nautilus Client Multiple Keywords and Keyword Ranges Text Tab, Wildcard, Number Searches Text Search Toolbar Note Tab Search, Text Reports


Nautilus Web Client - Module 4 Working With Documents

Introduction, Document Viewer and Toolbars Overview Image Documents Toolbars Viewer Control Toolbar Notes Toolbar, Notes List and Working with Notes Annotations and Redaction Toolbars Text Search Toolbar Column Search Column/Row Locking Notes Toolbar Thumbnails and Pages Toolbar Options Auto Scroll Showing Note Icons on Documents Reuse Zoom Region Rubber band Zoom

Nautilus Web Client - Module 5 Right-click Options Introduction & Overview of Right-click Options for Text and Image Documents Right-click for Image & Text Documents Keywords Renditions/Revisions Document History and Filter Items Cross-References Notes Re-Index Printing Delete Document Toolbars, Navigate, Display Properties Right-click for Text Documents Keywords History Cross-References Show Folder Location Send To Options

Nautilus Web Client - Module 6 Custom Queries Custom Query introduction Accessing Custom Queries Retrieving Document(s) using Custom Queries Managing Documents using Custom Queries


Nautilus Web Client - Module 7 Folders

Introduction to Folders Accessing Folders & Folders Overview Add to Favorites Retrieving Documents using Folders Review the Folders Screens & How Folders Work Managing the Folders Screen Using the Find Folder Option Right-click Options

Nautilus Web Client - Module 8 Highlights & Annotations Introduction to Highlights & Annotations (A/.H’s) Reviewing A/H’s on a Document Navigating A/H’s Activating the A/H Toolbar Adding an A/H Deleting an A/H Accessing an A/H on a Document Setting the Auto-hide Option Adding a Highlight with a Note Redaction Amount Printing a A/H Privacy and Right-click Options Black/White Redaction Annotation, Highlight & Redaction Review

Nautilus Web Client - Module 9 Notes Introduction to Notes Adding a Note Viewing a Note Auto-hide a Note Note Privacy Options Viewing a Note (Note List Toolbar, View Note Icon, Right-click) Deleting a Note

Nautilus Web Client - Module 10 Staples Introduction to Staples Adding a Staple/Connecting a Document Accessing a Staple/Connected Document

Nautilus Web Client - Module 11 Cross-Reference Introduction to Cross-Reference Accessing Cross-Reference using Right Click – Text Document Accessing Cross-Reference using Double Click – Text Document Accessing Cross-Reference using Right Click – Image Document Accessing Cross-Reference using Double Click – Image Document Review Double Click for Text and Image Documents


Nautilus Web Client - Module 12 Envelopes

Introduction to Envelopes Adding Docs to an Envelope using Right Click Creating a New Envelope and Adding Docs Accessing Envelopes via User Options Reviewing Docs in an Envelope Creating a New Envelope in User Options Sharing Envelopes and Sharing Settings Deleting an Envelope Removing Docs from an Envelope

Nautilus Web Client - Module 13 User Options & Client Settings User Options – Retrieval Default Date User Options – Document Rotation Client Settings

Nautilus Web Client - Module 14 Internal Mail Internal Mail Overview & Permissions Mailing a Document Accessing Mailbox and Screen Review Opening an Attachment Creating/Deleting Mail

Nautilus On Demand – Getting to Know Nautilus Course Page 1

Nautilus On Demand Recorded Training Nautilus Structure and Capabilities Curriculum

Getting To Know Nautilus Course

Nautilus - Module 1 Nautilus Overview (11:30 mins) Lifecycle of a Document What is ECM (Electronic Content Management) Capture Content Manage Content Store Content Preserve Content Deliver Content Nautilus – The ECM Solution

Nautilus - Module 2 – Nautilus System Structure (30:00 mins) Open Data Base Connections (ODBC) Thick Client or Web/Thin Client – What’s Right For You? Disk Group Components Disk Group Volumes Bringing It All Together

Nautilus - Module 3 User Groups/User (14:00 mins) User Groups & Rights Overview User Names & Passwords Overview User Group Structure Considerations Adding Functions to a User Group Creating a User Reviewing User Setup in Client

Nautilus - Module 4 Document Organization (9:00 mins) Document Organization Overview Document Organization in Nautilus Document Auto-Name String Keyword Configuration Overview Document Type Group Overview Document Type Overview Auto-Name String Overview

Nautilus - Module 5 Ad Hoc Import (5:00 mins) Ad Hoc Import Overview Importing and Indexing a Document Retrieving an Imported Document

Nautilus On Demand – Getting to Know Nautilus Course Page 2

Nautilus - Module 6 COLD/ERM Processing (30:00 mins)

COLD/ERM Processing Overview Configuring a Regular/Traditional COLD/ERM Process Configuring a Visual COLD Process Processing a COLD/ERM Queue

Nautilus - Module 7 Document Import Processor (DIP) - (23:00 mins) DIP Processing Overview Ordered DIP Configuration Register and Process a DIP Queue Tagged DIP Configuration

Nautilus - Module 8 Document Imaging (Scanning) (26:00 mins) Scanning Overview Register the Workstation/Processing Configuring a Scan Queue Batch Processing Tab Auto Name Tab Capture Tab Indexing Tab Processing a Scan Queue Keep Zoom Region

Nautilus On Demand – Workflow Configuration using Nautilus Studio Curriculum Page 1

Nautilus On Demand Recorded Training Workflow Configuration using Nautilus Studio Curriculum

Course 1: Configuring a Workflow

Nautilus Workflow - Module 1 Overview/Terminology ( 15:30 mins)

Workflow Overview & Terminology Workflow Demonstration Benefits of Workflow Workflow Elements Workflow Rules Workflow Actions Workflow Triggers

Nautilus Workflow - Module 2 Creating a Workflow Life Cycle ( 17:45 mins) Accessing/Opening a Repository Adding a Life Cylce Adding a Queue Formatting the Graphic Display Managing Studio Viewing Panes Toolbox Pane Verifying Workflow in Client

Nautilus Workflow - Module 3 Importing Documents into Workflow ( 9:45 mins) COLD Process Settings DIP Process Settings Document Imaging Process Settings Ad Hoc Process Settings Initial Queue Purpose Ingesting Documents into the Initial Queue

Nautilus Workflow - Module 4 Editing & Adding Workflow Queues( 15:25 mins) Checking out a Workflow Adding a Life Cycle Icon Adding Life Cycle Help Test Adding a Queue Icon Adding a Queue Description & Help Text Workflow Documentation Adding Additional Queues Workflow Doctor Adding User Groups Updating Graphic Display Testing Workflow Results


Nautilus Workflow - Module 5 Adding & Executing a Timer ( 18:43 mins)

Adding and Executing a Timer What is a Timer? Adding a Timer Testing a Timer

Nautilus Workflow - Module 6 Adding System Work to a Queue ( 12:30 mins) What is System Work? Adding System Work Creating a Rule Creating an Action Testing System Work Nautilus Workflow – Module 7 Adding & Processing Multiple System Work Logic ( 8:45 mins) Adding System Work Creating a Rule Creating an Action Breaking a Copied Action Link Testing System Work

Nautilus Workflow - Module 8 Adding an Ad Hoc Task ( 17:00 mins) Updating Graphic Display Adding a New Queue Adding an Ad Hoc Task Creating an Ad Hoc Task Action Updating Graphic Display Testing Ad Hoc Task Turning On/Accessing Task Pane

Course 2: Maintaining a Workflow

Nautilus Workflow - Module 9 Adding a User Form ( 13:45 mins) What is a User Form Configuring a User Form Adding a User Form to an Ad Hoc Task Adding Action to Display User Form Resequencing Actions Testing the User Form

Nautilus Workflow - Module 10 Adding System Work for a Related Docs ( 15:00 mins) Creating a New Rule Search Multiple Values Independently Creating an Action Resequencing Rules/Actions Testing System Work


Nautilus Workflow - Module 11 Adding Timer and Date Comparison Rule ( 13:00 mins)

Adding a Timer to Check for Related Documents Adding a Rule Adding an Action Adding a Date Comparison Rule

Nautilus Workflow - Module 12 Adding an Amount Compare Rule ( 13:00 mins) Updating Graphic Display Adding a Rule to system Work Resorting Rules Adding an Action Testing Logic

Nautilus Workflow - Module 13 Adding a Notification ( 19:00 mins) Adding System Work – Action Creating a Notification Testing the Logic Accessing Internal Mail Setting Auto Notify for Internal Mail Modifying a Notification

Nautilus Workflow - Module 14 Adding Work Folders ( 15:30 mins) Configuring a Work Folder Adding Work Folders to a Life Cycle Testing Work Folders Adding a Folder Template Adding a Template to a Workflow Testing a Work Folder Template

Nautilus Workflow - Module 15 Adding Workflow Filters ( 11:00 mins) What are Workflow Filters Workflow Filter Example Configuring a Workflow Filter Testing a Workflow Filter Workflow Filter Settings in Studio

Course 3: Troubleshooting a Workflow

Nautilus Workflow - Module 16 Troubleshooting - Doc/Workflow History ( 12:15 mins) Accessing Doc/Workflow History Filtering Workflow History Items Workflow Transaction Tab Setting Log Execution for Workflow Transaction History Generating a History Report


Nautilus Workflow - Module 17 Troubleshooting – Workflow Doctor ( 11:00 mins)

What is Workflow Doctor? Workflow Doctor in Nautilus Studio Configuration Workflow Doctor – Report Issues Configuration Workflow Doctor – Configuration Errors Configuration Workflow Doctor – Fix System Errors

Nautilus Workflow - Module 18 Troubleshooting – Workflow Debug & Diagnostic Console ( 34:00 mins)

What is Workflow Debug? Adding Workflow Trace Switch Classic – Workflow Debug Options Core-Based – Workflow Debug Options What is Diagnostic Console Diagnostic Console Results Diagnostic Console Filtering Comparative Sort Options Saving Diagnostic Console Results

Nautilus Workflow - Module 19 Troubleshooting – Workflow Search ( 11:00 mins) What is Workflow Search Studio – Workflow Find Configuration – Workflow Find

Nautilus On Demand – Nautilus Administrator Responsibilities Page 1

Nautilus On Demand Recorded Training Nautilus Administrator Responsibilities Curriculum

Nautilus Admin - Module 1 Overview (2 mins)

Nautilus Administrator Responsibility Overview Nautilus Administrator Checklist

Nautilus Admin - Module 2 Compute Volume Size/Analyze – Basic (8 mins) Accessing Platter Management Export Queue Backup Queue Delete Queue Right-click Options – Volume Computing Volume Size Right-click Options – Platters/Copies Analyzing a Copy Reviewing SYS Platter Management Report Repairing Discrepancies

Nautilus Admin - Module 3 Copying a Volume (5 mins) Copying a Volume Overview Copying Volume(s) Function Copying Platter(s)/Copy(ies) Function

Nautilus Admin - Module 4 Backing Up & Deleting a Volume (7 mins) Backing Up a Disk Group & Deleting a Volume Overview Backing up a Disk Group Overview Right-click Options Analyzing a Copy Writing/Backing Up to a Disk Group Verifying a Backup Deleting a Volume Nautilus Admin - Module 5 Identifying and Repairing Process Errors (6 mins) Identifying and Repairing Process Errors Overview Retrieving the Verification Report Searching for Unidentified Items Repairing Unidentified Items

Nautilus Admin - Module 6 Transaction Logs (15 mins) Transaction Logs Overview Creating a Report Retrieving a Report View All Messages Option Purge messages Retrieve Purge Log System Report

Nautilus On Demand – Nautilus Administrator Responsibilities Page 2

Nautilus Admin - Module 7 Document/Folder Maintenance Log (15 mins) Document/Folder Maintenance Log Overview Document/Process/Batch Locks Document/Folder Maintenance Log Deleting Document/Folders Undeleting a Document/Folders Purging Deleted Document/Folders Reviewing Document/Folder Purge SYS Report

Nautilus Admin - Module 8 Promoting a Volume (3 mins) Promoting a Volume/Disk Group Overview Reasons for Promoting a Volume/Disk Group Promoting a Volume in Platter Management – Client Promoting a Volume in Disk Group – Configuration Nautilus Admin - Module 9 Scheduling Backups/Purges Accessing the Document/Folder Maintenance Reports Setting up the Purge Schedule Configuring the Purge Schedule Running the Purge Schedule

Nautilus Admin - Module 10 Reviewing SYS Reports