General Counsel Roundtable – Collaborative Workspace
(beta version)

Wiki Tools

 

Latest Updates

 

 
Directions
  • To edit or insert additional information, select "Edit"; use this feature to add your company's retention period and/or any applicable legal requirements for a specific records type.  Please provide as much detail as you can. 
  • To post comments or begin a discussion thread, select "Discuss." 
  • To post a new records category, select “New Page.”  To access the template, please click on the following icon from the toolbar  and select New Records Type.
New Page for Training

type in the new page content

Agency Investigation Records

www.customervision.com

Getting Started Guide

Training Spreadsheet

Click here to view the page

 

CustomerVision Training  

 

2 sites that are  helpful to reference:

 

 

Site overview – External and Expert sides

·         Basic structure of the site and how to use it

·         Review the internal and external sides of the site. 

 

Category Structure

·         Categories

·         Groups

 

Users

·         Internal vs External

·         Experts

                                                                        

Content

·         Search

·         Documents

·         Templates and Forms

·         Creating and editing pages

o        Inserting Documents

o        Creating links

      • Article Links
      • Page Links
      • URL Links

o        Email Import

    • Wiki editor – advanced and simple
   

     Spam Control 

         

User Interface

·         Category Navigation

·         Wiki tools 

·         Article tools 

 

System Options

·         Security

·         Wiki Tools

·         Discuss Options

·         Messaging Options

 

Messages

·         Message Queue

·         Responding

·         Promoting

 

Promote

 

Design Overview