Training Documents

Here you can find training materials that do not take the form of videos, but rather tip sheets, desk guides or slide presentations. Great for sharing with others or using as a starting place for customized documentation for your team.

Heat Maps Tip Sheet (PDF)
Create heat maps with these easy steps.
Approval Workflow (PDF)
Learn how to create and implement approval workflows.
User Security Roles
Explore the purpose of user security roles and best practices in assigning roles.

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