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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)
  • Navigate to a folder to file to (0:20)
  • Drag and drop a batch of emails (1:20)
  • Check-in dropped emails (1:40)
  • 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)
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