Demos
This page contains printable job aids (mostly 1-2 page "quick" guides) that document all of the basic processes in Content Manager. Job aids will be added to this page as they become available.
Getting Started
- Connect to VPN (0:17)
- Search in Taskbar (0:35)
- Pin to Taskbar (0:55)
- Open by clicking Icon (1:04)
Electronic Records
- Search for existing folders (0:30)
- Add existing folders to Dropzone (Recent Containers) to File to (1:30)
- Create new folders (1:54)
- Create a Document Queue (0:20)
- Fie emails using a Document Queue (2:50)
- Access Dropzone (0:30)
- File to Dropzone (drag and drop) (1:14)
- Syncing to OneDrive (0:37)
- File to Dropzone (drag and drop) (1:50)
- Un-sync when finished (2:30)
Physical Records
- Creating Boxes (0:45)
- Sending Boxes (Submitting Requests) (3:03)
Searching
- Search forms (0:36)
- Browse (03:40)
- Open records you've filed through Dropzone (04:23)
- Review results (0:50)
- Opening records (1:37)
- Exporting/downloading records (2:23)
- Sharing/sending records (3:36)