Getting Started

If you are new to your team and new to Qvidian, we recommend you do the following:

• View the role-based topic for your role. In addition to tips and best practices, it includes links to related topics on tasks you may work with on a regular basis.
• Take a tour of Upland Qvidian workspaces If you have never worked with Upland Qvidian, you may want to familiarize yourself with the general Upland Qvidian interface, including the header, and commonly used workspaces, such as the Home, Library and Projects pages, which are available via the navigation menu.

  Note: Access to workspaces, such as Home, My Work, Library, Administration, Architecture, & Reports are available in the left-hand side navigation menu.

• Focus on the Qvidian features your company uses most. Every company uses Qvidian a bit differently. Check with your team to find out what features you will use most. For example, your company may not have adopted projects and may use only created documents to produce documents and presentations. In that case, you can focus on topics related just to created documents and ignore those related to projects.
• Use this Help Center. Once you know more about the task you'll be doing, search for instructions on those tasks n the Help. Searching is the easier and most efficient way to find help in the Help Center.

If you have a new Qvidian instance, you should be working with an implementation team to get stated. If you'd like to start getting ready before you meet with them, we recommend you start with preparation outside of the software to prepare for your visit with the Project Manager (PM), including the following:

• Focus on content first. Have your content approved and ready to load before you meet with the PM, so you know you're loading the right content.
• Get an approved style template. Style templates dictate the look and feel of doc, including text size color fonts, logos, headers, and footers. Most companies have branded style templates. If you have this approved and ready, it will save time when you meet with your PM.
• Map out a potential folder structure and make sure your stakeholders are on board.
• Take a tour of Upland Qvidian workspaces If you have never worked with Upland Qvidian, you may want to familiarize yourself with the general Upland Qvidian interface, including the header, and commonly used workspaces, such as the Home, Library and Projects pages, which are available via the navigation menu.

  Note: Access to workspaces, such as Home, My Work, Library, Administration, Architecture, & Reports are available in the left-hand side navigation menu.

• Review content management topics, such as bulk loading and uploading content. This will familiarize you with the process before you start.
• View the role-based topic for your role. In addition to tips and best practices, it includes links to related topics on tasks you may work with on a regular basis.

If you inherited an existing instance of Qvidian, you may want to do the following:

Note: If you've never used Qvidian, see "I'm new to the team" (above) the for recommendations on getting familiar with Qvidian.

• Update your library. Many older libraries have records that are out of date or no longer used. To refresh your library, you may want to do the following:
  • Removing unnecessary content and update outdated content. Don't be afraid to get rid of content that has not been used in years or is no longer valuable. See the Content Manager topic for more information on managing and updating your library and its content.
  • Verify your style template is current with your company’s branding.

  • Reorganize your content and folder structure to may finding more intuitive for your end users.

    Note: We recommend you speak with the SMEs and writers who regularly work with library content prior to making changes to get their input.

• Ask you users which document types they are using and if those document types are still meeting their needs. You may have unused document types that you can purge, or need to create new one.