Administering DoliPlus Module 2.00 DoliPlus Training

Training objectives

Understand the role of management software in an organisation’s operations.
Learn how to configure the DoliPlus application to meet your needs.
Use the software’s common functions.

Prerequisites

No prerequisites required for this training

Target audience

All audiences

Teaching method

Active learning methods based on addressing participants’ specific challenges.
Theoretical concepts linked to participants’ real-world experience.
Practical examples and case studies help trainees master the software’s operational methods.
Resources: Video projection. Computer for each participant.

Duration

4 hours

Training outline – Administering DoliPlus

Outline

Navigating the software.

• General principles

User permissions

• User rights
• Group rights

Document templates

• ODT, Word, Excel templates
• PDF documents
• Additional notes on quotes, orders, invoices
• Customisation and background templates
• Logos and signatures

Settings

• Quotes
• Orders
• Invoices
• Workflow
• Calculation precision level
• Document templates and matrices
• Dashboard widgets
• Display and themes

Email, Archives, Calendars

• Email accounts
• Calendar and sharing
• Google settings
• Email and fax archiving
• Mobile devices

The Cloud

• PC synchronisation
• Mobile devices

Custom fields

• Form elements
• Radio buttons, drop-down lists
• Precautions
• Lists

Telephony

• Phone calls: Managing VOIP phone accounts
• Service SMS: Managing SMS accounts

Dictionaries

• VAT
• Contact type

…

Assessment

Quiz

Summary and Q&A

Summary, questions and final training review