Pinnacle KMS Training

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Pinnacle Knowledge

Management System

Video Training

Introduction - Message from your trainer

Jerry Clark, CTO

vFiler Video Training

1:  vFiler - Your First Workflow

            Capture documents from a folder

            Manually index documents

            Publish documents to a shared folder

To download Video - Click here

2:  vFiler - Creating a new Workflow from an existing Workflow

             Save As

             Workflow Properties

To download Video - Click here

3:  vFiler - Making a database connection

             Capture documents from a folder

             Lookup index documents

             Publish documents to a shared folder

To download Video - Click here

4:  vFiler - How to make an ODBC Connection

     ODBC Connection Video 1

     ODBC Connection Video 2

     ODBC Connection Video 3

            Capture from folder

            Lookup ODBC Index

            Publish to folder

To download Video 1 - Click here

To download Video 2 - Click here

To download Video 3 - Click here

5:  vFiler - Automating Workflows

            Capture from folder by Filename

            Lookup Indexing

            Publish to folder

            Handling exceptions (errors)

To download Video - Click here

6:  vFiler - PDF Conversion

            Capture from folder

            Lookup Index

            Convert to PDF

            Publish to folder

To download Video - Click here

7:  vFiler - OCR Reading

            Capture from folder

            Splitting multipage documents into equal amounts

            De-Speckle

            De-Skewing

            OCR Read (Lookup - Order Num)

            Lookup Indexing

            Publish to folder

To download Video - Click here

8:  vFiler - Barcode Reading

            Capture from folder

            Barcode Read & Split

            ODBC Indexing w/ on-screen validation & automated

            Publish to folder

To download Video - Click here

9:  vFiler - Barcode Reading II (Included in above video)

            Capture from folder

            Barcode Read Separator Page & Split multi-page document

            ODBC Indexing w/ on-screen validation

            Publish to folder

10:  vFiler - Forms Recognition

- Prerequisite - Videos 1-19

This video series teaches you how to create a workflow to capture and index multiple form types automatically - hands free!

Right Click on each Video then "Save As" or Click on each Video to watch over the Internet.

FR1   FR2   FR3   FR4   FR5   FR6   FR7   FR8   FR9  

FR10   FR11   FR12   FR13   FR14   FR15

11:  vFiler - Pinnacle Integration

             Automatically create folders in Pinnacle

             Automatically launch Workflows in Pinnacle

             Automatically populate Metadata in Pinnacle

             How to create Full Content Searchable PDFs

Document Management Specialist is actually a field or career now. 

There are many certifications available, but Pinnacle Certification is by far the leader.

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