Breadcrumb Links:

Instruction Sheets & Record Classification Resources

TRIM User Instruction Sheets

Search Search Method Set Up
Searching
Saved Searches
Customise View Customising your View Pane
Create Folder / Records Create New Folder
Create Record from a Document
Create Record from Email
Saving Documents to TRIM
Enclosing Records in a Folder
Create a Relationship Relating Records
Check in / Check out Records Check In / Check Out Documents
Create a Revision Creating new Revisions
Calendar Shortcuts Calendar Shortcuts
Creating Locations Create a Location in TRIM
Right Click Functions Right Click Functions
Data Entry Standards Records Management Guidelines and TRIM Data Entry Standards
TRIM Business Rules TRIM Business Rules

Record Classification Resources

How to Classify a Record Classify a Record
Business Classification Scheme The Complete Business Classification Scheme
Thesaurus-Classification Mapping Thesaurus to Classification Mapping

If you require further assistance with training, please contact our office.