Video Training
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Once you try vFiler™ or HighPoint™ you will want to own them.
vFiler™ or HighPoint™ are applications that take experience to install, configure and use beyond the normal knowledge of computers.
You will need a solid fundamental knowledge of database structure (tables and fields), OCR and metadata. If you feel you need assistance please let us help you to alleviate any frustration you may incur when trying to install and run any of these applications.
vFiler™ Training
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vFiler Training Videos
Advanced - Forms Recognition
The Forms Recognition Videos build on the knowledge you have learned from the above videos. Please spend time learning the techniques above before proceeding to the more advanced functions of vFiler.
Click on each link to launch Video
OR
Right Click on each link below, then "Save As" to download.
HighPoint™ Admin Training
COMING SOON!!
- Adding Web Groups
- Adding Members
- Adding Groups
- Security
- Database Management
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Configuring Automated Scripts
- Indexing
- Notifications
- Importing
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Integrating vFiler to HighPoint
- Mass Capture
- ODBC Direct to MySQL
- External Database
KnowledgeTree™ Training
- Upgrading
How to upgrade your current Windows version - Installing the License
How to install the trial license or register a company license - Installing the Plug-ins
How to open the Power of Pinnacle - The Dashboard
What is the Dashboard - Configuring Users
How to add users - Configuring Groups
How to create groups and add permissions - Security
How to add a Group to a Folder
How to give permissions to the Group - Importing Documents
How to bring in existing documents from a Windows network - Checking out Documents
How to Check out and Check in Documents
Version Control
Transaction History - Searching (Coming Soon)
Full Content Searching
Metadata Searching
Saving Frequently Accessed Searches - Workflows (Coming Soon)
Creating Notifications of Documents in Workflow
Creating Document States and Transitions
Transition Effects (routing) - Preferences
How to set and change User Preferences - Subscriptions
How to Subscribe to folders for email notifications - vFiler to KnowledgeTree- Connecting Metadata
How to link Document Types to vFiler's Index Fields - DMS Admin (Coming Soon)
Overview of Administrative Functions - Auditing (Coming Soon)
User Activity
Repository Activity
Workflow Reporting - Storage (Coming Soon)
Managing Checked Out Documents
How to recover deleted documents
Verifying Document Storage - Help (Coming Soon)
Editing the Help Files
Installation Assistance
Professional installation of vFiler™ and HighPoint™ can be done by a trained specialist.
