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Documentum - Introduction

Category: Document Management, Documentum

Introduction to Documentum

  • Understanding Document Management, the Repository and Properties of Files in the Repository
  • Versions of Files in the Repository

Logging in and out of Documentum

Navigating Documentum

  • Browsing Cabinet Folders and Files
  • Views and Properties
  • Subscriptions
  • Notifications


  • Simple and Advanced Search
  • Saving Search and Running a Saved Search

Chapter Security

  • Viewing and Changing Permissions
  • Adding Permission Sets to a Folder or File

File Import

  • Importing Multiple Files and Emails

Editing Documents

  • Checking Documents In and Out
  • Identifying Checked In and Checked Out Documents
  • Deleting Documents

The Documentum Clipboard

  • Viewing Clipboard Contents
  • Moving Files and Folders
  • Linking Files and Viewing Linked Locations

Room and Membership Management

  • Create and Delete a Room
  • Add Observer Members to a Room and Set Access Permissions
  • Invite Members to a Room


  • Announcements
  • Discussions
  • Notes
  • Calendar

Emailing Links

About SquareOne

SquareOne is among the UK's leading providers of IT training to businesses of all shapes and sizes. Our company pledge is to deliver inspiring, motivational and cost effective training which brings about tangible improvements in productivity. Through our training courses, individuals are able to gain lifelong skills and realise their full potential while clients achieve their corporate goals.

Who should attend?

This course is for New users who want to get an understanding Documentum and how it can be used for providing Document Management within your organisation.


Delegates should have a good level of PC and windows skills, but do not need prior experience with Documentum.

Course Objectives

This course is designed to show users how to share information more easily, find information more quickly, and use the very latest applications while seamlessly taking advantage of the power of Documentum.

Course Details

Duration: 1 Day

Timings: 09:30 - 16:30

Course Contents

The subjects listed on the left are an outline. If there are any additional subjects you wish to cover, please feel free to call us prior to the course.

Course Dates 

View our full course schedule here.

Training Locations

This training is delivered as a closed course at your company's premises. We can bring our mobile IT classroom to any UK or European location, so no matter where you are based, SquareOne can come to you.

Where We Have Trained

SquareOne have delivered training solutions throughout the UK in locations such as London, Liverpool, Wirral, Merseyside, Blackpool, Manchester, Sussex, Surrey, Hampshire, Edinburgh and Belfast. We have also trained at international locations such as France, Germany, Switzerland, Scandinavia and USA.

Training has been delivered to a diverse range of industries including oil and gas, agriculture, automobile manufacture, food production, the arts and finance.

Enquiry Form

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Looking for in-house training that can be customised to you/your businesses exact needs? Contact us below for one of our team to contact you.

Upcoming Courses

Below are a list of upcoming dates and locations where this course is scheduled to take place.

Location Start Date Duration Cost

For more information about any of our courses please call +44 (0)151 650 6907,
email or complete an enquiry form.

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