Getting Started
Logging in:
Video |
Guidance Document
Changing Your Password:
Video |
Guidance Document
Choosing the Correct CM Application / Pinning to Taskbar:
Video | Guidance Document
User Customization Settings:
Video |
Guidance Document
Changing File Extension Associations:
Guidance Document
Adding and Removing Favorites:
Video |
Guidance Document
How to Sort:
Video |
Guidance Document
Folder Structure:
Video | Guidance Document
View Settings:
Video |
Guidance Document
Searching and Managing Records
Searching for records:
Video |
Guidance Document
Saved Searches:
Guidance Document
Creating Folders:
Video |
Guidance Document
Adding Documents:
Video | Guidance Document
Adding a Classification (retention schedule) on Containers (Folders):
Video |
Guidance Document
Changing Classification (retention schedule) on Folders:
Video |
Guidance Document
Changing Container(Folder) (Moving records from one folder to another):
Video |
Guidance Document
Determining Date Created or Date Closed (different types of retention triggers):
Video
Adding Date Closed to Folders:
Video | Guidance Document
Editing Metadata (Title, Notes, Dates) and Editing View Pane:
Video |
Guidance Document
Finding Records without Classification:
Video |
Guidance Document
Creating Renditions and Redactions:
Guidance Document
Webdrawer (public website)
Intro to Webdrawer:
Video
Adding Documents to Webdrawer:
Video |
Guidance Document
Verify That A Document Was Posted to Webdrawer:
Video |
Guidance Document
Linking to Webdrawer Links from your Agency Website:
Video |
Guidance Document
Agency Trainers / Agency Administrators
Changing Document Record Type, Internal to Published:
Video |
Guidance Document
Changing Document Record Type, Published to Internal: Video |
Guidance Document
Deleting Records:
Video |
Guidance Document
Applying Security to Volumes / Folders:
Video
Modifying Notes in bulk:
Guidance Document
Tips and Tricks
Creating Linked Outlook folders:
Guidance Document
Enabling Outlook Integration:
Guidance Document
Creating Statistical Reports:
Guidance Document
Special Characters:
Guidance Document
Creating Shortcuts (.TR5 files):
Video |
Guidance Document
Placing Holds on Records:
Guidance Document
User Labels:
Guidance Document
If you have any questions about ORMS, please contact ORMS Support at:
Email:
ormshelp@chavessupport.com
Phone: 888-354-2006