EDRMS Content Manager Guides

EDRMS Content Manager is a records management system used by government and the public sector to manage physical and electronic records.

User Tips for EDRMS Content Manager

• 001 Downloading EDRMS software from Software Center
• 002A Selecting EDRMS Content Manager Dataset CRMB PROD
• 002B Selecting EDRMS Content Manager Dataset FOR PROD
• 002C Selecting EDRMS Content Manager Dataset SOCI PROD
• 003A Configuring EDRMS Content Manager
• 003B Troubleshooting Disabled Outlook Add-in
• 004 Customizing EDRMS Content Manager
• 005 Creating a Record
• 006 Creating a Check In Style for Filing Emails
• 007 Creating a New Record Part for P-Folders
• 008 Creating a Reference & Sending a Document via Email
• 009 Creating Supplemental Folders in EDRMS Content Manager
• 010 Updating the Record Type, Owner, Home and Assignee
• 011 Removing a Folder from an Offsite Box
• 012 Date Changes and Fields in EDRMS Content Manager
• 013 Requesting Deletion of EDRMS Content Manager Records
• 014 Editing a Document and Creating a Revision
• 015 Moving Documents to Another Folder
• 016 Managing Electronic Folders with Parts
• 017 Moving Documents from LAN Folders to EDRMS Content Manager and Document Queues
• 018 Checking Locations & Managing User Access
• 019 Saved Searches
• 020 Creating Personal or Group User Labels
• 021 Print Merge - Exporting EDRMS Content Manager Data for use in Excel
• 022 Searching for Empty E-Folders

EDRMS Content Manager Courses

• ITEM-1019 EDRMS Content Manager End User
• ITEM-1020 EDRMS Content Manager Information Worker
• ITEM-1280 EDRMS Content Manager Implementation
• ITEM-1288 EDRMS Content Manager Disposition Processes

For details on what each course covers and how to register, visit the GIM Learning page

EDRMS Content Manager Guides

User manuals provide detailed instructions and examples:

• EDRMS Content Manager Onsite Disposition Manual for Electronic Folders and Physical Folders (PDF)
• EDRMS Onsite Disposition Process Map (PDF)
• Offsite Transfer: p-Folders Procedures (PDF)
• Rollover Guide
• Search Guide