Documents - Training exercises for CM, convenors and support team
This article is relevant for:
Users with Documents Manager permission level
Training video
Module 1. Introduction (3:00)
Module 2. Access and navigation (6:15)
Module 3. Search and download (4:10)
Module 4. Managing documents (9:00)
Module 5. Notifications (5:00)
Module 6. Support and help (2:30)
Access training environment
To access the training environment, please visit: https://sd-train.iso.org/documents/
You may have received a username and password from a training session. If not please contact the helpdesk@iso.org to request login access.
Warning
Always verify the URL before you make an exercise to make sure you are in the training environment.
Exercises
Ex 1. Export the Member list of your committee to Excel.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/482-member-list-and-email-to-members
Ex 2. Search for your committee documents (Filter for meeting documents, resolutions etc...).
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/514-committee-document-and-advanced-search
https://helpdesk-docs.iso.org/article/508-browse-committee-documents
Ex 3: Create a document.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/489-create-document
Ex 4: Change the file of the document you have created in exercise 3.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/491-update-or-delete-document
Ex 5: Notify the N-document you have created.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/488-publish-and-notify-document
Ex 6: Replace the N-document you have just notified with a new document.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/496-replace-document
Ex 7: Withdraw the N-document created in exercise 3.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/497-withdraw-document
Ex 8: Find the notification email you sent in exercise 5.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/486-mail-archive
Ex 9: Send an email to the committee members.
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/482-member-list-and-email-to-members
Ex 10: Move one document to another folder
For the resolution, please view the article(s) below:
https://helpdesk-docs.iso.org/article/492-move-document-or-folder-clipboard