support

 

Manuals book    
Topic   Description
RMS User Guide   This covers all the user operations with the Record Management System
RMS Setup Guide   This is for the administrator explaining how to install and configure RMS
P-360 Barcode Scanner   This is for the warehouse manager detailing how to setup and use scanner
Sync User Guide   Describes how to operation the file synchronization program

Videos

Forms Videos video    
Topic Time (min) Description
2500 Board Legal Folder 6:10 How to work create & find a board legal folder
2501 Board Meeting Minutes 5:30 How to work create & find a board meeting minutes
2501 Board Meeting Addenda 7:12 How to work create & find a board meeting addenda

 

Directory Videos video    
Topic Time (min) Description
Directory Introduction 4:24 Describe root, parent and children records
Add a record 3:12 How do you add a new record to the directory
Delete a record 2:22 How do you delete a record in the directory
Find a record 2:41 How do use the directory search to find a record
Rename a record 0:45 How do you renane a record in the directory
Move a record 2:31 How do you move a record to a new location
New Record Type 3:16 How do you create a new record type
Repair directory 1:05 How do you find and repair directory orphans

 

Coding Videos video    
Topic Time (min) Description
Introduction to coding 2:18 Why do you want to code records?
Create a coding field 1:34 How do you create a new coding field
Assign coding to a record 2:50 How do you assign a coding field to a record
Coding Data types 2:25 Describes all the different coding data types
Edit a coding field 1:54 How do you change coding field properties
Rename a coding field 0:56 How do you renane a coding field
Delete a coding field 1:37 How do you delete a coding field

 

 

Retention Videos video    
Topic Time (min) Description
Introduction to retention 2:46 Describe how and why we need retention
Create a retention form 2:34 How do you create a retention schedule
Create a retention formula 6:59 How do you create and use a retention formula
Assign a retention to a record 1:25 How do you assign a retention schedule to a record
Remove retention from a record 2:36 How do you remove retention from a record
Update retention for records 2:36 How do you update retention for multiple records

 

Record Center Videos video    
Topic Time (min) Description
Create a record center 10:09 What are the steps in creating a record center
Delete a record center   How do you delete a record center
Create free space   How do you create free space on a shelf
Delete free space   How do you delete free space
Find free space   How do you find all or some free space
Add box 5:47 How do you add a box to a record center
Check out box 4:58 How do you check out a box from a record center
Check in box 4:27 How do you check in a box to a record center
Routing Slip   How do you create a routing slip
Delete box   How do you delete a box from a record center
Add folder 5:38 How do you add a folder to a record center
Delete folder   How do you delete a folder from a record center
Check out folder 4:12 How do you check out a folder from a record center
Check in folder 4:04 How do you check in a folder from a record center

 

Users Videos video    
Topic Time (min) Description
Create a User Group 1:17 How to create a User Group
Create a User 2:00 How to create a new user in a user group
Delete a User 4:19 How to delete a user from a user group
Create a Functional Group 2:08 How to create a functional group
Add user to Fnctional Group 3:18 How to add a user to a functional group