Introduction to Teambinder

Team binder is the platform used across all Level Crossing Removal Projects to capture, review and manage all documents on the project. This training is aimed to give an overview and incite on how to use and navigate your way through Teambinder successfully.

Description

The training will be run by the SEPA Document Control and Information Management Team who are experts on the Teambinder system and are responsible for the implementation, support and ongoing management of the system.

Outlined below is the training will over to provide individuals with the information to be able to utilise and navigate the web based Teambinder platform.

Upon completion of the training users will receive a follow up email providing the essential Teambinder & Document Control Materials.

  • Getting Started
    • Login & Passwords
    • User Preferences
    • Contacts
    • Dashboard
  • Document Essentials
    • Document Register
    • Viewing Documents
    • Downloading Documents
  • Mail
    • Overview
    • Creating & Sending Mail
    • Adding Contacts
    • Drafts
    • Duplicating Mail
  • Transmittals
    • Locating transmittals
    • Creating & Sending Transmittals
    • Responding to Transmittals
  • Standard Packages
    • Purpose
  • Forms
    • Creating a form
  • Reports
  • Customising Registers
  • Exporting to Excel
  • Document Control Team
  • Questions

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