2 - Administration → 2.3 - Control Panel Administration

Projects in VisualVault (242-VV-ADMIN)


Description
Within VisualVault, a Project is a mechanism to bring together information that is spread across multiple folders and forms so that the information can be shared with a group of people who may or may not have access to the information.
Learning Objectives
By the end of this course, you will be able to:

  • Create a project

  • Differentiate Folder Security mode and Project Security mode

  • Configure security in a project

  • Associate documents and form records to a project

  • Customize the tabs that are displayed for a project

  • Close a project

Lessons
  1. Introduction

  2. Create a Project

  3. Associating Documents and Forms

  4. Users Accessing Projects

  5. Closing a Project

  6. Review
Content
  • Projects in VisualVault
Completion rules
  • All units must be completed