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| 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 |
| 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.