EDRMS Content Manager Guides (in progress)
EDRMS Content Manager is a records management system used by government and the public sector to manage physical and electronic records.
EDRMS Content Manager What's New Guide
User Tips for EDRMS Content Manager
- 001 Filtering Searches by Record Type
- 002 Configuring EDRMS Content Manager
- 003 Selecting EDRMS Content Manager Datasets
- 004 Document Content Searches
- 005 Showing Documents & Folders
- 006 Saving a Search/Moving Between Open Searches
- 007 Using the Shortcut Bar
- 008 Speeding up a Search
- 009 Using Wildcards in Searching
- 010 Viewing ARCS & ORCS Classifications
- 011 Information Security Labels
- 012 Information Worker Permissions
- 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
- 024 Relating Records in EDRMS Content Manager
- 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
- 032 Restoring the EDRMS Content Manager Add-In for Outlook
- 033 Creating User Labels
- 034 Exporting EDRMS Content Manager Data to Excel
- 035 Printing Classifications
- 036 Creating a New Record Part
- 037 Creating a Revision of a Document
- 038 Creating a New Version of a Document
- 039 Printing Records & Labels
- 040 Sending a Record via Email
- 041 Removing a P-Folder from an Offsite Box
- 042 Creating a Check In Style for Email
- 043 Using the Dropzone
- 044 Searching for Empty Folders
- 045 Configuring Content Manager for Windows 10
- 046 Selecting Content Manager Datasets in Windows 10
Watch for new EDRMS Content Manager Guides
EDRMS Content Manager Courses
- ITEM-1019: EDRMS Content Manager End User
- ITEM-1020 EDRMS Content Manager Information Worker
For details on what each course covers and how to register, visit the GRS Learning page
TRIM Guides
User manuals provide detailed TRIM instructions and examples:
