200_Advanced Courses → Professional

SmartFinders (201)


Description
SmartFinders allow you to lead your writing team to existing, approved content via a direct link to a pre-filtered list of snippets. Writers don’t need to search or browse for content with SmartFinders in place. In this course you will learn to create filtered lists of snippets in your repository (SharePoint Views) and use them to create and insert SmartFinders into your templates.
Units
  • Introduction
  • Introduction to SmartFinders
  • SmartFinder Review and End-User Experience
  • Using SmartFinders
  • How SmartFinders and SharePoint Views are Connected
  • Embedding a SmartFinder
  • Advanced SmartFinders
  • Creating SharePoint Views for SmartFinders: Example #1
  • Creating SharePoint Views for SmartFinders: Example #2
  • Embedding SmartFinders into a Word Template
  • Using SmartFinders (SmartDocs 2014)
  • Overview of SmartFinders
  • Creating Views and SmartFinders
  • Inserting SmartFinders
Completion rules
  • All units must be completed