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Topics
Section 1: Getting Started
Time (hh:mm:ss)
00:06:10
00:05:30
00:07:12
Descritpion
How to work create & find a board legal folder
How to work create & find a board meeting minutes
How to work create & find a board meeting addenda
Section 2: Annotation
Name
Time (hh:mm:ss)
00:04:24
00:03:12
00:02:22
00:02:41
00:00:45
00:02:31
00:03:16
00:01:05
Descritpion
Describe root, parent and children records
How do you add a new record to the directory
How do you delete a record in the directory
How do use the directory search to find a record
How do you renane a record in the directory
How do you move a record to a new location
How do you create a new record type
How do you find and repair directory orphans
Section 3: Working with Quickbooks Accounting Software
Name
Time (hh:mm:ss)
00:02:18
00:01:34
00:02:50
00:02:25
00:01:54
00:00:56
00:01:37
Descritpion
Why do you want to code records?
How do you create a new coding field
How do you assign a coding field to a record
Describes all the different coding data types
How do you change coding field properties
How do you renane a coding field
How do you delete a coding field
Section 4: Security
Name
Time (hh:mm:ss)
00:02:46
00:02:34
00:06:59
00:01:25
00:02:36
00:02:26
Descritpion
Describe how and why we need retention
How do you create a retention schedule
How do you create and use a retention formula
How do you assign a retention schedule to a record
How do you remove retention from a record
How do you update retention for multiple records
Section 5: Scan to SharePoint
Name
Delete a record center
Create free space
Delete free space
Find free space
Routing Slip
Delete box
Delete folder
Time (hh:mm:ss)
00:10:09
00:00:00
00:00:00
00:00:00
00:00:00
00:05:47
00:04:58
00:04:27
00:00:00
00:00:00
00:05:38
00:00:00
00:04:12
00:04:04
Descritpion
What are the steps in creating a record center
How do you delete a record center
How do you create free space on a shelf
How do you delete free space
How do you find all or some free space
How do you add a box to a record center
How do you check out a box from a record center
How do you check in a box to a record center
How do you create a routing slip
How do you delete a box from a record center
How do you add a folder to a record center
How do you delete a folder from a record center
How do you check out a folder from a record center
How do you check in a folder from a record center
Section 6: Scan to RMS
Name
Time (hh:mm:ss)
00:01:17
00:02:00
00:04:19
00:02:08
00:03:18
Descritpion
How to create a User Group
How to create a new user in a user group
How to delete a user from a user group
How to create a functional group
How to add a user to a functional group
Requirements
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