Advanced Functions

The Advanced Folder and File Functions Series provides information on the advanced folder and file functions as well as Folder Setup and Template configuration.


This video is a tutorial on how to add notes and alert notes to Files within the application.
Time: 6 min 39 sec    «  Watch Now  » «  Purchase Now  »


This video is a tutorial for administrative personnel on how to set security restrictions at the folder and file level.
Time: 9 min 39 sec    «  Watch Now  » «  Purchase Now  »


This video will teach you how to utilize the Setup Folder option to create new folders and organize existing folders.
Time: 8 min 21 sec    «  Watch Now  » «  Purchase Now  »


This video will teach you how to create templates for use within the Template/Batch scan option to automatically place scanned documents in the correct folders.
Time: 3 min 3 sec   «  Watch Now  » «  Purchase Now  »


This video will teach you how to move a file (or multiple files) from one folder to another. Additionally, you will also learn how to move folders and subfolders.
Time: 5 min 45 sec   «  Watch Now  » «  Purchase Now  »


This video will teach you how to setup and associate keywords and categories with images scanned or imported into the system allowing for ease of location later.
Time: 8 min 29 sec   «  Watch Now  » «  Purchase Now  »


This video will teach you how to search for a file either by keyword or category allowing you to quickly locate files based on the criteria entered.
Time: 4 min 53 sec    «  Watch Now  » «  Purchase Now  »