EDRMS TRIM Tips
Getting Started - NEW
- Configuration quick reference brochure (PDF 214 kB)
- Initial dataset selection (PDF 875 kB)
- What's new for End Users (PDF 359 kB)
- What's new for Information Workers (PDF 431 kB)
Searching TRIM:
- Document content search (PDF 146 kB)
- Getting around in TRIM (PDF 451 kB)
- Save a search (PDF 109 kB)
- Shortcut menu (PDF 225 kB)
- Sorting document content searches (PDF 184 kB)
- Speeding up a search (PDF 96 kB)
- Using wildcards (PDF 67 kB)
- Viewing ARCS/ORCS classifications in TRIM (PDF 173 kB)
Managing access and security in TRIM:
- Information Security Labels (PDF 292 kB)
- Remote Access to TRIM (PDF 68 kB)
- Review active TRIM users for your location (PDF 655 kB)
- TRIM permissions for information workers (PDF 71 kB)
Managing folders and documents in TRIM:
End Users:
- Linked Outlook folders and Calendar notes (PDF 69 kB)
- Reference for a group of records (PDF 151 kB)
- Saving an Excel document (PDF 352 kB)
Information Workers:
- Bulk record updates (PDF 74 kB)
- Creating closed file and closed part sheets for your physical folders (PDF 141 kB)
- Description of TRIM date fields (PDF 76 kB)
- Locations (PDF 282 kB)
- Moving documents to different folders (PDF 201 kB)
- Opening e-folders faster (PDF 260 kB)
- Relating TRIM records (PDF 305 kB)
- Requesting deletion of records in TRIM (PDF 300 kB)
- Viewing properties of records under closed/superseded classifications (PDF 108 kB)
Managing favourites/customizing TRIM views:
- Adding classifications to favourites (PDF 117 kB)
- Customizing the list column screen (PDF 74 kB)
- Formatting list columns (PDF 128 kB)
- Sorting columns (PDF 162 kB)
- Toolbar customizations (PDF 383 kB)
- TRIM add-in buttons missing in Outlook (Vista) (PDF 342 kB)
Printing from TRIM:
- Exporting TRIM data to Excel (or how to create your own reports) (PDF 639 kB)
- Printing classifications (PDF 598 kB)
