CMS 509 - D2 for Financial Records and Student Accounts

Thursday, October 19, 2023 14:00to16:00

NOTE: This course will be held remotely, via Webex or MS Teams. You will be provided information on how to attend once you register.

Target Audience: Intended for Financial and Student Accounts staff who need access to D2 for financial records.
Prerequisites: None
Duration: 2 hours
Dates offered: Wait list only
Course material: CMS509.pdf (View this material online at any time)

D2 is a web-based interface for Documentum (software application used by McGill for CMS), which enables us to capture, manage, store, track and deliver information, content and documents within a single repository.

This hands-on workshop is for Financial and Student Accounts staff who need to learn how to use D2. It provides an overview of the main features of the D2 interface and covers the following for financial documents: search, view, edit (check out and check in of a document), annotate a PDF, import, versions, properties and subscribe. 

To view the schedule: CMS Training Schedule

To register: CMS Training Registration

For more information about Content Management System training, please visit Content Management System Training Courses in the IT Knowledge Base.

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