| Forms | ||
| 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 | ||
| 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 | ||
| 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 | ||
| 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 | ||
| 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 | ||
| 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 |
