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VIDEOS
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Online Document Management Software Demos
General Navigation and Basic Functionality
infoRouter Demo
View types
Creating Folders and Capturing Documents
Creating folders
Uploading documents
Uploading documents 2
Form templates
Office Addin - Sending documents to infoRouter
Scan Station - How to upload documents to infoRouter
Scan Station - Process options
Editing / Updating Documents
How to edit documents
How to check out documents
How to check documents in
Office Addin - How to find the document to check out
Office Addin - How to keep documents checked out
Office Addin - How to check in documents
Meta Data
Applying custom property sets to documents
How to apply custom property sets to folders
How to update or delete the custom property applied to a folder
How to create a custom property
Permissions, Rules and Ownership
Document security
Folder Security
How to change ownership of documents
How to take ownership of documents and folders
Folder rules
Searching
Searching for documents
Searching for documents marked for retention and disposition
Saved search
Using tasks and workflows
Submitting Documents to Workflows
Redirection of tasks
How to define a workflow
How to edit workflow steps
How to edit workflow tasks
Subscriptions and Notifications
Subscribing to documents
How to subscribe user groups to documents
Retention And Disposition Process
How to apply cut-off date to folders
How to freeze Retention and Disposition Schedules
How to remove the R&D Schedule freeze flag on documents
How to remove the freeze flag from documents
How to transfer a document to an external agency
How to dispose a document
Creating retention and disposition schedules
Document Types
Creating document types
Library, Group and User management
How to create a library
Library policies
Creating users
Creating local users
How to create local user groups
Adding members to an infoRouter library