Administrator Security Manager and Analytics Overview
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For Administrators:
Do you know how to find the complete history on a specific document in etfile? Do you know how to use switch attachment or attach and move? These are just some of the administrative features that will be covered in this class. Don’t miss this class if you are an etfile administrator!
Bookmarks – Fast-forward to the most relevant parts:
1:00: Overview
2:10: Security Manager Login
3:25: Default Groups Overview
5:39: Users Overview
9:40: Analytics
9:57: Vacation Planner
12:23: Logging into etfile/resetting password
12:51: Creating a Cabinet and setting permissions
16:51: Upgrades and checking settings
19:55: Deleted files/Recycle User
24:30: Unattach, Attaching, Attach and move (to be used when you attach the incorrect client or descriptions to a document.)
30:20: Client Code Changes such as name change, “SWITCH attachments”
35:10: Analytics Tools (Auditing and reporting on etfile.)
