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Hyland Content Portal Training
Course Overview
Aims and Objectives
Video: Logging into the platform for the first time (0:41)
Approaching this Course
An Introduction to Hyland Content Portal
What is Hyland Content Portal?
About the Integrations Hub
Portal Pages and Widgets
About Homepages
Getting Started
Adding Rows and Widgets to Your Homepage
Submitting Your Homepage for Publication
Using Homepage Templates
Uploading and Managing Widgets
Managing Widget Styles
Activating Category Landing Pages
The Workflow Approval Process
Workflow and Your Task LIst
Items 'To Do'
Items 'Awaiting Action'
Approving and Rejecting Content
Managing your Category Structure
About the Category Builder
Getting Started
Adding Categories and Subcategories
Editing Categories
Deleting Categories
Publishing Your Categories
Managing Orphaned Content
Managing Users
About Admin Privileges
Creating Custom Document Editor Presets
Creating Custom Roles
Video: Configuring User Roles (1:19)
Setting Up a New User Account
Video: Setting Up Users using Pre-Defined Roles (0:46)
About Admin Privileges
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