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Once we receive your request, we will contact you to discuss pricing, agenda, and scheduling details. If you have questions, please call us at 800-840-8050. Thank you for your interest in Workflow Ready.
Part 1: Records Center
1.1 Records Center Planning and Configuration
Prepare the document and Document Library for archiving
Create a document to be archived
Create site columns which provide required metadata for the document
Create a Site Content Type for your document to be archived
Create a Document Library to store the document
1.2 Create a Records Center Site and Archival Library
Create a Records Center site
Create an External Connection for the Records Center in SharePoint Central Administration
Create the archival library in the Records Center
Create a policy for the archival library
Create a record routing rule
Archive your documents
1.3 Records Management
Vault abilities
Information management policy enforcement
Add records to the Record Routing list
Create a hold to suspend records
Add records to a hold
Search for records to add to a hold
View all records on a hold
View all holds against a record
Remove a record from a hold
Release all records from a hold
Part 2: Master Pages and Content Types
2.1 Create and Edit a Master Page
Create a Master Page
Edit a Master Page
2.2 Create a Site Content Type
Create a site content type
Add a content type to a list or library
Change the New button order or default content type
2.3 Change a Content Type for a List or Library
Add a Document Template to a Content Type
Add a column to a Content Type
Add a Workflow to a Content Type
Create or edit a Custom Document Information Panel for a Content Type
2.4 Create a Site Column
Part 3: Customization and Templates
3.1 Create and configure Site Templates
Use site templates
Save a site as a site template
SharePoint Server 2007 Application Templates
Add a template to the site template gallery
Create a site template
3.2 Create and configure List and Library Templates
Create a list template
Save a list as a list template
Add a template to the list template gallery
Specify a default file type when you create a library
3.3 Customize a SharePoint Site
Apply a New Theme to Your Site
Apply a Banner or Picture to Your Site
Part 4: Site Administration
4.1 Site Administration
Activate or deactivate Site Features
Copy or move items Use Site Content and Structure
Create a List or Site Use Site Content and Structure
Delete a Site
Enable RSS Feeds for a Site Collection
Go to the Site Content and Structure Page
Manage list or library Contents Use Site Content and Structure
Manage Regional settings on a Site
Manage Search Visibility Options on a Site
Utilizing Views in the Site Content and Structure Page
Part 5: Site Collection Administration
5.1 Site Collection Administration
Configure Search settings, Scopes, and Keywords
Display Search Results in the Search Center
Manage the Site Collection Recycle Bin
Configure Site Collection Usage Reports
Configure Site Directory settings
Configure Site Hierarchy
Activate or deactivate Site Collection Features
Configure Audit settings for a Site Collection
Configure Audit Log Reports
Configure settings for the Object and Output Caches
Create and modify Site Collection Policies
Part 6: Additional Topics
Please list any additional SharePoint topics you would like to cover.
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