Doxis4 Records

2 days, 1st day: 10:00 AM to 5:00 PM, 2nd day: 9:00 AM to 5:00 PM

Content of the training "Doxis4 Records"

Target Group: IT administrators, Project developer and Partners

The Doxis4 Relationship Service manages electronic file directories and classification schemes as part of your Doxis4 DMS/BPM management system. In this course, participants will become acquainted with the technical and business configuration for creating electronic files. In addition, participants will learn about classification schemes and the creation and authorization of personal and public directories based on real-life examples. The comprehensive rights management, including the inheritance logic of file rights for documents, rounds off the overview. 

Bonn Tue, Nov 10 - 11, 2020 Nov 10 - 11, 2020


Price of participants 1 through 3: €1,400 per person

Price for each additional participant: €1,000 per person


  • Knowledge: User Basics Windows Operating Systems
  • SERacademy training modules: Doxis4 CSB Functional Administration


  • Configuration of the Doxis4 Relationship Service
  • Document references
  • Creation of file classes and file definitions
  • Static and dynamic registers
  • Integration of BPM processes into the file concept
  • "File in file" functionality
  • Using and enhancing classification schemes
  • Personal and public directories and their permissions
  • Enhanced authorization concept for files / directories / classification schemes


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