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Video Tutorial Guide
The Scan Room
How To:
Scan a Document
Import a Document
Quickly File a Document
View a File
Delete a File
Rename a Document
Markup a Document
Add Keywords
Perform Optical Character Recognition on a File
Send a Document to the File Room using the Inbox
The File Room
How To:
Get Organized by Creating a Drawer, Binder and Folder
Drag and Drop Files into a Drawer, Binder or Folder
Send Files to Cold Storage
Email Files
Export Files
Place Restrictions and Passwords on Files
Import a Document
Check In and Check Out Files
Fax
Attach Voice Notes to Files
The Virtual Notebook
How To:
Preview a File
Attach Notes to a File
NOTE: Many of the functions performed in the File Room's File Cabinet Tree (Explorer Tab) can also be performed in the Virtual Notebook's File Cabinet Tree (Explorer Tab)
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