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Video Training

 

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Once you try vFiler™, HighPoint™ or KnowledgeTree™ you will want to own them.

 

vFiler™, HighPoint™ or KnowledgeTree™  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

 

Click on each link to launch Video

 

or

 

Right Click on each link below, then "Save As" to download.

 

Your First Workflow

 

Your Second Workflow

 

Your Third Workflow

 

Converting to PDF

 

Creating Searchable PDFs

 

Automating Workflows

 

Using OCR

 

Using Barcodes

 

Capturing the FileName

 

Parsing the Filename

 

ODBC Level 1

 

ODBC Level 2

 

ODBC Level 3

 

ODBC Final Thoughts

 

PublishToDatabase

 

WorkFlowLoader

 

 

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.

 

 

FR1

FR2

FR3

FR4

FR5

FR6

FR7

FR8

FR9

FR10

FR11

FR12

FR13

FR14

FR15

 

HighPoint Admin Training

 

COMING SOON!!

 

Adding Web Groups

 

Adding Members

 

Adding Groups

 

Security

 

Database Management

 

Configuring Automated Scripts

  • Indexing

  • Notifications

  • Importing

Integrating vFiler to HighPoint

  • Mass Capture

  • ODBC Direct to MySQL

  • External Database

 

 

KnowledgeTree Training

 

1:  Upgrading

            How to upgrade your current Windows version

 

2:  Installing the License

            How to install the trial license or register a 

            company license

 

3:  Installing the Plug-ins

           How to open the Power of Pinnacle

 

4:  The Dashboard

            What is the Dashboard

 

5:  Configuring Users

            How to add users

 

6:  Configuring Groups

            How to create groups and add permissions

 

7:  Security

           How to add a Group to a Folder

           How to give permissions to the Group 

 

8:  Importing Documents

           How to bring in existing documents from a  

           Windows network

 

9:  Checking out Documents

           How to Check out and Check in Documents

           Version Control

           Transaction History

 

10:  Searching (Coming Soon)

            Full Content Searching

            Metadata Searching

            Saving Frequently Accessed Searches

 

11:  Workflows (Coming Soon)

            Creating Notifications of Documents in Workflow

            Creating Document States and Transitions

            Transition Effects (routing)

           

12:  Preferences

            How to set and change User Preferences

 

13:  Subscriptions

            How to Subscribe to folders for email notifications

 

14:  vFiler to KnowledgeTree- Connecting Metadata

           How to link Document Types to vFiler's Index Fields

 

15:  DMS Admin (Coming Soon)

            Overview of Administrative Functions

 

16:  Auditing (Coming Soon)

            User Activity

            Repository Activity

            Workflow Reporting

 

17:  Storage (Coming Soon)

            Managing Checked Out Documents

            How to recover deleted documents

            Verifying Document Storage

 

18:  Help (Coming Soon)

             Editing the Help Files

 

Installation Assistance

 

Professional installation of vFiler™, HighPoint™ or KnowledgeTree™ can be done by a trained specialist. 

 

                                     

   

vFiler™ Main Features

 

More Information

 

 

Contact us directly to see a demonstration

 

 

 

Vertical Market Workflows

 

 

Right Click on each link below, then "Save As" to download.

 

Mortgage Filing System Instructions

Mortgage Closing File Automated Filing System

 

Verizon Visio Workflow Diagram

 
 

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