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Video tutorials

Learn it in a minute

39 short videos, one for each everyday task, with a step-by-step PDF and practice files for each. Watch, then try it yourself.

Practice files (zip, 615 KB)

ConnectGH DMS in one minute

Getting started 4 videos

1:00 Tutorial 01 Signing in Set your password from your invitation · Sign in with a password, a code or single sign-on · Know what happens outside your sign-in hours

1:00 Tutorial 02 Two-step sign-in Turn on two-step sign-in with an authenticator app · Keep your backup codes safe · Manage backup codes and trusted devices

1:00 Tutorial 03 Your password and out of office Change your password · Hand your workflow tasks to a colleague while you're away · Know what to do if you forget your password

1:00 Tutorial 04 Finding your way around Read your dashboard at a glance · Use the menu and App Center · Act on notifications

Working with documents 8 videos

1:00 Tutorial 05 Browsing documents and folders Open folders and make new ones · Choose how the list looks · Use tags and favorites to find documents fast

1:00 Tutorial 06 Uploading documents Upload files into the right folder · Add tags and a description · Check your files are filed and searchable

1:00 Tutorial 07 The document menu and page Open the document menu · Preview a file without downloading it · Find everything on the document page

1:00 Tutorial 08 Editing in the browser Open Word, Excel and PowerPoint files in the browser · Edit, with changes saved automatically · Keep every edit as a new version

1:00 Tutorial 09 New versions and check-out Upload a new version of a document · Know where previous versions are kept · Check a document out and back in

1:00 Tutorial 10 New documents from templates Open the template gallery · Find a template by sector, category or search · Create a document that opens ready to edit

1:00 Tutorial 11 Scanning paper documents Sign in to the Scanner Bridge · Choose how pages are filed, and where · Scan, check and sign out

1:00 Tutorial 12 Downloading, deleting and restoring Download several documents as one zip · Delete a document safely · Restore it from the Recycle bin

Searching, sharing and working together 5 videos

1:00 Tutorial 13 Searching Search titles, tags and the words inside documents · See which folder each result is in · Narrow results with filters

1:00 Tutorial 14 Sharing documents Share a document with a colleague · Choose the right access level · Share with a whole group, and find what's shared with you

1:00 Tutorial 15 Comments and @mentions Comment on a document · Mention a colleague with @ · Edit or delete your own comments

1:00 Tutorial 16 Reminders and tasks Set a reminder on a document · Let AI find its key dates · Handle the pop-up and follow your Tasks

1:00 Tutorial 17 Messaging Start a chat or a named group · Mention a colleague and link a document · React and reply to messages

Signing, workflows and forms 6 videos

1:00 Tutorial 18 Signing a document Find documents waiting for your signature · Sign by typing your name or drawing · See what you've signed in History

1:00 Tutorial 19 Asking others to sign Request signatures from colleagues · Mark where each person signs · Follow the request until it's complete

1:00 Tutorial 20 Starting and acting on a workflow Start a workflow by uploading a document · Approve, reject or send back your tasks · Follow the workflows you started

1:00 Tutorial 21 Filling in a form Open a form from Intake Forms · Answer step by step, with the required fields · Submit it and get your reference

1:00 Tutorial 22 Handling form submissions Find new submissions from your dashboard · Set the status of one or several at once · Add the official-use details to a submission

1:00 Tutorial 23 Thumbprints instead of signatures Choose Thumbprint on a signature question · Take a clear print with the fingerprint reader · Confirm the witness declaration

Presenting, AI, email and branches 5 videos

1:00 Tutorial 24 Presenting Start a slideshow from a PowerPoint or PDF · Use the slideshow keys and the presenter view · Present live to colleagues and guests

1:00 Tutorial 25 The AI Assistant Start a chat, or pick a suggestion · Choose which documents it answers from · Check every answer against its sources

1:00 Tutorial 26 AI Create and summary reports Draft a new document with the AI Assistant · Preview it, then download, print or save it · Attach an AI summary report to a document

1:00 Tutorial 27 Email Connect your mailbox · Send a document straight from the library · Save an email and its attachments into a folder

1:00 Tutorial 28 Branches See each branch's people, managers and activity · Add a new branch (administrators) · Move a document to the right branch

For administrators 11 videos

1:00 Tutorial 29Admin Managing users See your team at a glance · Invite a teammate with the right role · Add several people at once

1:00 Tutorial 30Admin Roles and user groups Create a role and choose its permissions · Compare your roles side by side · Make a user group for sharing with a team

1:00 Tutorial 31Admin Security settings Require two-step sign-in for admins or everyone · Set the password rules · Limit sign-in to the office and add watermarks

1:00 Tutorial 32Admin Sign-in hours Make a schedule of allowed hours · Choose the roles and people who follow it · Give someone extra time when they need it

1:00 Tutorial 33Admin Tags, retention and records Arrange tags like folders · Keep records for the right number of years · Use legal holds, the Recycle bin and the other records pages

1:00 Tutorial 34Admin Company templates Add your letterhead as a company template · Have the company name and date filled in for you · Rename or remove a template

1:00 Tutorial 35Admin Analytics and the audit log Read activity for any period, company-wide or per branch · Export the analytics report · Find who did what in the audit log

1:00 Tutorial 36Admin Building a workflow Set up the stages, people and actions · Add deadlines and pop-up reminders · Choose what happens when it ends

1:00 Tutorial 37Admin Backups Schedule backups and take one straight away · Choose where backups are kept · Check your backups can be recovered

1:00 Tutorial 38Admin API keys Create a key limited to its folders and access · Restrict it to your server's address · Copy the key safely and look after it

1:00 Tutorial 39Admin Company email Set the sender name and reply address · Connect your own mail server · Send a test email to start using it