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 Selecting EDRMS Content manager software from the 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
- 003 Configuring EDRMS Content Manager
- 004 Document Content Searches
- 005 Showing Documents & Folders
- 006 Saving a Search/Moving Between Open Searches
- 007 Using the Shortcut Bar
- 008 Filtering Searches by Record Type
- 009 Using Wildcards in Searching
- 010 Viewing ARCS & ORCS Classifications
- 013 Creating a Record
- 014 Creating Revisions using Drag & Drop
- 015 Moving Documents from LAN Folders to EDRMS Content Manager
- 016 Moving Documents from SharePoint to EDRMS Content Manager
- 017 Creating a Reference for One or More Records
- 018 Updating Record Details & Locations
- 019 Creating Closed File & Closed Part Sheets for Physical Folders
- 020 About Date Fields in EDRMS Content Manager
- 021 Checking Locations
- 022 Moving Documents to Another Folder
- 023 Opening E-Folders Faster
- 025 Requesting Deletion of EDRMS Content Manager Records
- 026 Updating Owner, Home & Assignee
- 027 Working with Records with Closed or SO Classification
- 028 Adding Classifications to Favourites
- 029 Formatting & Customizing Columns
- 030 Sorting Columns
- 031 Customizing the Ribbon & the Quick Access Toolbar
- 033 Creating User Labels
- 034 Exporting EDRMS Content Manager Data to Excel
- 036 Creating a New Record Part
- 037 Creating a Revision of a Document
- 040 Sending a Record via Email
- 042 Creating a Check In Style for Email
- 044 Searching for Empty Folders
- Rollover Guide
- Search Guide
- Transitioning from CRMS to EDRMS Content Manager
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 GRS 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)
