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Oracle Documaker: Optimizing Document Creation & Management
Rating: 4.0 out of 5(23 ratings)
2,635 students

Oracle Documaker: Optimizing Document Creation & Management

Learn Document Automation, Management & Delivery, and Customer Communications with Oracle Documaker application software
Created byUplatz Training
Last updated 5/2024
English

What you'll learn

  • Gain end-to-end knowledge of Oracle Documaker application software
  • Master the installation and configuration set-up of Documaker Studio (DMS)
  • Learn how to create workspace, sections, forms, field level rules & section level rules
  • Get an overview of triggers and DAL scripts
  • Learn about tables, dictionaries, bar codes management, templates, conversions, libraries
  • Understand how to create Simple Dynamic PDF output (Handson) and Overflowing Content PDF output (Handson)
  • Take a deep-dive on report generation in Documaker
  • Get an overview of useful utilities for automation
  • Learn how to manage Documaker users

Course content

31 sections • 43 lectures • 19h 44m total length

  • Oracle Documaker Course Introduction13:12

    Learn to use Oracle Doc Maker Studio to design, configure, and deliver customer communications with templates, forms, and styles, while exploring installation, setup, and real-time hands-on examples.

Requirements

  • Enthusiasm and determination to make your mark on the world!

Description

A warm welcome to the Oracle Documaker course by Uplatz.


Oracle Documaker is a document automation and customer communications management (CCM) software solution developed by Oracle Corporation. It allows businesses to streamline the process of creating, managing, and delivering customized documents such as contracts, policies, statements, invoices, and other forms of correspondence. In fact, Oracle Documaker is one of the most widely-used Enterprise Document Automation (EDA) solutions available for the organizations globally.

With Oracle Documaker, businesses can automate the entire document lifecycle, from document creation to delivery. The software provides a user-friendly interface that enables non-technical users to create and modify documents quickly and easily. It also supports multiple output formats, including PDF, HTML, and print, ensuring that documents can be delivered in the format that best suits the recipient.

Oracle Documaker also offers advanced features such as content management, data integration, and workflow automation, which enable businesses to further improve their document creation and delivery processes. The software can be deployed on-premises or in the cloud, providing flexibility for businesses of all sizes and industries.

In summary, Oracle Documaker is a powerful solution for businesses looking to automate their document creation and delivery processes, reduce costs, and improve customer engagement.


What is Customer Communication Management (CCM)?

  • A strategy to improve creation, delivery, storage and retrieval of outbound communications.

  • Marketing, New product introductions, Renewal Notification , Claims Correspondences, bills and payment Notifications. Interaction with customer can happen through wide range of media and output including documents, email, SMS and HTML web pages.

  • CCM supports these objectives by providing companies with an application to improve outbound communications


Uplatz provides this comprehensive Oracle Documaker training that covers all aspects of the Oracle Documaker application software in detail.


Oracle Documaker - Course Syllabus


  1. Introduction to Oracle Documaker Studio (DMS)

  2. Installation and Setup

  3. Important Configuration and Settings

  4. Tour of Documaker Studio Layout

  5. Workspace Creation

  6. Managing Users

  7. Section Part 1

  8. Section Part 2

  9. Forms Part 1

  10. Forms Part 2

  11. Field level Rules

  12. Section Level Rules

  13. Triggers

  14. Introduction to DAL Scripts

  15. Tables

  16. Dictionaries

  17. Styles

  18. Managing Barcodes

  19. Templates

  20. Simple Dynamic PDF output (Handson)

  21. Conversions

  22. Libraries

  23. Report Generation

  24. DAL Scripts

  25. Overflowing content PDF output (Handson)

  26. Useful Utilites for Automation

Who this course is for:

  • Oracle Documaker consultants
  • Document designers and developers who create and modify templates and documents using the software
  • Business analysts and project managers who oversee the implementation of document automation solutions
  • IT professionals responsible for deploying and managing the software, including system administrators and developers
  • Customer communications managers who oversee the creation and delivery of customer-facing documents such as statements, invoices, and policies
  • Compliance and regulatory professionals who need to ensure that documents meet legal and regulatory requirements
  • Anyone aspiring for a role in Document Control / Customer Communication / Content Management
  • Documaker engineers
  • Policy makers
  • HR professionals
  • Customer Relationship Management (CRM) managers
  • Administrators and service staff

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