- 1. Registration & Navigation
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Register & Login 3 min
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Navigating 2 min
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Global View 3 min
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Personal Profile / Password / Signing PIN / Privacy Options 1 min
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Email Notifictions 1 min
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Need Help 1 min
- 2. Documents & Signatures
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Uploading a Document 2 min
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Emailing a Document 2 min
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Moving a Document 1 min
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Duplicating Documents, Folders, or Placeholders 1 min
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Uploading a New Version 1 min
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Downloads 2 min
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Signing a Document 5 min
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Audit Trails (Basic) 1 min
- 3. Structure
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Creating Folders 1 min
- 4. Forms - OPTIONAL
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Fillable Forms
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Signing Fillable Forms
- 5. Access Management - OPTIONAL
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Team Members
- 6. Admin Tasks (Team Setup, etc) - OPTIONAL
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Team Settings
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Team Notifications
- 7. Reporting Tools (Labels, Tags, Tasks) - OPTIONAL
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Reports
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Creating a Task
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Completing a Task
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Tags
- 8. ePrinter - OPTIONAL
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ePrinter PHI Flag
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ePrinter Document Rename
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ePrinter Installation
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ePrinter Download
- 9. Quiz
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Quiz
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Survey
Lilly SiteLink Training for Site Staff
This course teaches Lilly Site Staff how to use Florence.
Welcome to Lilly SiteLink Training for Site Staff users! This course will teach you all you need to know to handle your site documents in Florence.
The required content for this course is 27 minutes long. There are optional modules available as well. If you choose to take all optional modules, the course is 52 minutes long.
Helpful Hints
- We hold Office Hours sessions on Wednesdays mornings and evenings to answer questions and share best practices. Click on the link for the Zoom invite:
- You will receive an email with a certificate upon completion
- Contact your Site Admin or CRA to be invited to your Site team - Florence can not invite you