Training

Training & certification
for Counterpoint products.

Explore product-specific training offerings tailored to your team’s role, whether you’re enabling end users, developers, or system administrators.

ReadyDocs

Empower teams to master document and records management with ReadyDocs. Our ReadyDocs training helps users configure import sources, manage holding trays, automate routing rules, and monitor system performance for consistent, secure operations.

  • End User training for ReadyDocs core workflows
  • Developer training for schema design, connectors, and custom extensions
  • Administrator training for deployment, backup, and system management

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End User

Unlock the full potential of ReadyDocs with comprehensive training that covers core components, import source setup for Filesystem, SharePoint, Teams, Zoom, and FTP, holding tray management, routing rules, and performance monitoring.

Duration: 2 days
Attendees: Business Analysts, Developers, Administrators, Subject Matter Experts
Prerequisites: OpenText Extended Enterprise Content Management (xECM) Training

Developer

Gain deep skills for developing on ReadyDocs, including environment setup, schema design, custom connectors, workflows, routing rules, debugging, and sustainable extension practices.

Duration: 4 days
Attendees: Developers
Prerequisites: USR - ReadyDocs End User Training, OpenText xECM Training, OpenText AppWorks Process Modeling Training

System Administrator

Learn to deploy, configure, and maintain ReadyDocs with hands-on system administration training focused on infrastructure, backup and recovery, code extension best practices, and troubleshooting using log analysis.

Duration: 1 day
Attendees: System Administrators
Prerequisites: USR - ReadyDocs End User Training

Get Certified

Certification exams and credentials for ReadyDocs users, developers, and administrators.

  • ReadyDocs End UserEDRD1010
  • ReadyDocs DeveloperEDRD1020
  • ReadyDocs System AdministratorEDRD1030

ReadyRFx

Master RFx lifecycle management with ReadyRFx. Training covers sourcing automation, bid evaluation workflows, portal administration, and best practices for buyer and vendor onboarding.

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Buyer

Training for procurement teams to plan, issue, and evaluate bids using ReadyRFx portals, scoring, and dashboards.

Duration: 1 day
Attendees: Procurement Managers, Buyers, Proposal Leads
Prerequisites: None

Vendor

Onboarding for vendor users to register, submit proposals, and manage profile and documents within the ReadyRFx portal.

Duration: Half day
Attendees: Vendor Administrators, Bidders
Prerequisites: None

Administrator

Platform administration training covering portal configuration, security, reporting, and audit capabilities.

Duration: 1 day
Attendees: System Administrators, DevOps
Prerequisites: Platform familiarity

Get Certified

Certification exams and credentials for ReadyDocs users, developers, and administrators.

  • ReadyRFx BuyerERRF1010
  • ReadyRFx VendorERRF1020
  • ReadyRFx AdministratorERRF1030

Want to launch a program for your team? Reach out and we’ll help tailor the right training path for your product mix and business priorities.

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