Content Manager

Articles related to Content Manager (CM and TRIM)

Articles (36)

Add Icon to the Quick Access Toolbar

Adding a File Extension to Viewer or Launching

Adding Text To The Beginning or End of Multiple Record Titles

Change Default Record Type

Changing CM Window Startup

Changing Double Click Behavior

Create a Folder

Create A Folder Using The Classification Plan

Create a Reference File

Create a Saved Search

Create a Subfolder

Create a User Label

Customize the Shortcut Bar

Customizing Columns

Display Data Entry Field

Drag and Drop a Document into Content Manager

Edit a document

Finalize a document

Find & Replace Title on Records

Instructions for document signers in CM

Move a Folder of documents into CM

Move a Record into a Container

Moving Empty Containers into the Recycle Bin

Record Center Box Requirements

Record Searches Using Multiple Criterion - Advanced Search

Record Searches Using One Criterion - Simple Search and Filters

Redact a Document

Removing Document Revisions

Re-open a Container

Requesting and Returning Records from the Record Center

Review and Enroll in Upcoming CM Training or Meetings

Save an email

Send a CM Object in an Email Message

Set Containers to Sort By Title

Shared User Labels

Update Access Controls on Records

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