Home
Contact Us

Support

Sales Training
Pinnacle Training

Workflows

Downloads

 

 Weekly Member Call

Stay in the Know

The latest updates

Success Stories

Bring your questions

_____________

 

Wednesdays

12:00pm EST

605-772-3111

Ext 425584


 

vDOCs Training

The vDOCs Video training is kept here for archives in the event members still have clients running vDMS 3.0.  Your PC must be configured with Windows Media Player.  Please download the most current version below if you do not have Media Player installed.

Download Now




 

vDOCS Video Training

 

Introduction - Message from your trainer

 

 

 

 

 

 

Level I

 

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:  vDMS - Begin with the end in mind

            Managing databases (multiple demo's)

            Configuring the vDMS Grid (User Interface)

 

To download Video - Click here

 

5:  VDMS - Drawers

             Creating and Deleting Drawers

             Moving and Exporting

 

To download Video - Click here

 

6:  VDMS - Folders

             Creating and Deleting Folders

             Moving and Exporting

 

To download Video - Click here

 

7:  vDMS - Configuration Screen

            What to change in the Default Configuration

 

To download Video - Click here

 

8:  vFiler - Making the vDMS connection

             Capture documents from a folder

             Lookup index documents

             Publish documents to a shared folder

             Publish documents to a database (vdmsxfer.mdb)

 

To download Video - Click here

 

9:  vFiler - Running the EAR utility

             Running EAR the first time - configuring

             Setting the default paths

             Importing data from vFiler to vDMS

 

To download Video - Click here

 

10:  vDMS - Adding Users

             Assigning user names and passwords

             User Security

 

To download Video - Click here

 

11: vDMS - Additional Admin Functions

             Audit Log

             Drawer and Folder Report

             Modifying the Default Groups Security Values

 

To download Video - Click here

 

When you have completed level one training and feel confident enough to take an exam - CLICK HERE

 

 

 

Level II

 

 

12: vDMS - Group Security

           Understanding the Default and Everyone Groups

           Adding Groups and assigning security roles

           Securing Drawers and Folders

 

To download Video - Click here

 

 

13: vDMS - Retention Date Management

           Creating Retention Date Categories

           Applying Retention dates to documents      

 

To download Video - Click here

     

 

14:  vFiler - PDF Conversion

            Capture from folder

            Lookup Index

            Convert to PDF

            Publish to folder

 

To download Video - Click here

 

 

15:  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

 

 

 

16:  vFiler - Automating Workflows

            Capture from folder by Filename

            Lookup Indexing

            Publish to folder

            Handling exceptions (errors)

 

To download Video - Click here

 

When you have completed level two training and feel confident enough to take an exam - CLICK HERE

           

 

 

Level III

 

17:  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

           

18:  vFiler - Barcode Reading

            Capture from folder

            Barcode Read & Split

            ODBC Indexing w/ on-screen validation & automated

            Publish to folder

            Publish to Database

 

To download Video - Click here

 

 

 19:  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

 

20:  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

 

 

 

 

(COMING SOON)

 

21:  vFiler - Capture from Outlook

 

 

22:  vDMS - Understanding Workflows & Document Routing

             Workflow Maintenance

             Creating a Workflow Definition and assigning a Supervisor

             Creating Steps / Users with time frames

             Monitoring Workflow Status

When you have completed level three training and feel confident enough to take an exam - CLICK HERE

 
  Hot News

Document Management Specialist is actually a field or career now. 

 

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

 

more>>


 
 
 
Copyright [2007] [IT Intersection, Inc.]. All rights reserved