{"id":1600,"date":"2026-06-16T14:38:57","date_gmt":"2026-06-16T12:38:57","guid":{"rendered":"https:\/\/www.agilium.com\/faq\/what-kinds-of-workshops-on-configuring-the-edm-module-are-conducted-with-the-agilium-coach\/"},"modified":"2026-06-16T14:38:57","modified_gmt":"2026-06-16T12:38:57","slug":"what-kinds-of-workshops-on-configuring-the-edm-module-are-conducted-with-the-agilium-coach","status":"publish","type":"faq","link":"https:\/\/www.agilium.com\/en\/faq\/what-kinds-of-workshops-on-configuring-the-edm-module-are-conducted-with-the-agilium-coach\/","title":{"rendered":"What kinds of workshops on configuring the EDM module are conducted with the Agilium coach?"},"content":{"rendered":"<p>Our approach aims to involve your project teams as much as possible in configuring the solution. We prioritize a highly collaborative approach between our teams throughout the process. <\/p>\n<p>To that end, we conduct workshops to discuss your needs: we document all your requirements in order to identify any discrepancies.<\/p>\n<p>During these workshops, we will configure the module and provide a version that will be used to run tests and validate the defined settings.<\/p>\n<p>At the same time, we are offering an introductory training program for administrators to help them gradually build their skills.<\/p>\n<p>We generally hold one workshop per week with the project team, lasting about 2 to 2.5 hours, depending on the project team\u2019s availability.<\/p>\n<p><strong>EDM Workshops<\/strong><\/p>\n<p>To implement the EDM module, 3 to 4 workshops are generally required.<\/p>\n<p>The job involves working with the project team to define:<\/p>\n<ul>\n<li>The filing plan: how will your file organization be structured,<\/li>\n<li>Metadata: Additional tags to make searching easier<\/li>\n<li>Calculation of the reference: standardization of document coding<\/li>\n<li>Document headers and footers<\/li>\n<li>Customization of forms (required fields, etc.) and definition of the document approval workflow<\/li>\n<li>Navigation Screens: Customizing Navigation Screens<\/li>\n<\/ul>\n","protected":false},"featured_media":0,"template":"","meta":{"_acf_changed":false},"tags":[68],"class_list":["post-1600","faq","type-faq","status-publish","hentry","tag-training-and-deployment"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What kinds of workshops on configuring the EDM module are conducted with the Agilium coach? - Agilium<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.agilium.com\/en\/faq\/what-kinds-of-workshops-on-configuring-the-edm-module-are-conducted-with-the-agilium-coach\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What kinds of workshops on configuring the EDM module are conducted with the Agilium coach? - Agilium\" \/>\n<meta property=\"og:description\" content=\"Our approach aims to involve your project teams as much as possible in configuring the solution. 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