FileCenter Training
Welcome to FileCenter. Here you can find video tutorials that show you how to use the application. If you have any specific questions, and can’t find the answers on our FAQ page, please contact support.
Cabinets
The Basics
Understanding FileCenter cabinets. How to create cabinets from scratch or from existing files.
Tips & Tricks
Helpful features to enhance the way you work with cabinets, like linked drawers, auto-expanding folders, and sorting and filtering the file list.
Advanced Cabinets
How to create and use Advanced Cabinets, including “pinning” drawers from other cabinets into a “Daily Appointments” cabinet.
Alternate Layouts
Alternatives to the standard “cabinet” layout, including explorer views, hiding folders, and displaying drawers in a drop-list.
Sharing Cabinets
Turn files you’re already sharing into a cabinet, or move files from a personal computer onto the network as a shared cabinet.
PDFs
Digital Signatures
How to create a scanned signature that you can stamp in PDF files, and how to do certificate-based digital signing.
Forms & Typewriter
How to use the typewriter feature to fill out PDF forms and change the typewriter font.
Redaction
How to use the redaction tool to black out portions of a PDF page.
Erase in a PDF
How to use the eraser tool to remove portions of a PDF page.
Highlighting
How to use the highlighter tool to highlight items on a PDF page.
Stamps
How to use PDF stamps and import your own custom stamps.
Scanning
Scanning Basics
How to get started scanning in FileCenter, including both in-place scanning and scanning in the Edit view.
Double-sided Scanning
How to scan double-sided originals, whether your scanner supports double-sided scanning or not.
Scanning Problems
Common scanning problems and how to fix them.
Adding Pages to Existing Documents
How to scan new pages into existing documents.
Advanced Scanning Options
Description of the more advanced scanning settings, including examples of how to use scanning profiles.
Search
Search Basics
How to get Windows Search working with FileCenter and execute common searches.
Search Queries
How to enter search terms and format search queries. How to narrow or expand your results.
Searching Tags
How to use tags in file and search by tag.
Search File & Folder Names
How to search for files and folders by name.
Search Problems
Common problems with searching and how to resolve them.
Save/Open Integration
The Basics
How to use FileCenter with other programs for saving and opening files.
Custom Integrations
How to turn on the Save/Open integration for programs not supported by default or de-activate the integration for a specific program.
Separators
The Basics
Getting started with separators. How to print and use the “Generic Separator.”
File Routing
How to create and use separators that will automatically route your documents into pre-determined, fixed locations or split apart a stack at fixed intervals.
Separate into Folders
How to create and use separators that will automatically name your documents and optionally file them into subfolders.
Network Administration
Shared Settings
How to get started using the Admin Tool for sharing cabinets and other settings on larger networks where centralized administration is preferred.
Deploying FileCenter
How to install FileCenter on client machines and automatically connect them to your shared settings.
Naming Options
The Basics
How to set up and use Naming Options for quickly and automatically naming files, including a description of the dynamic fields.
Custom Lists
How to draw from lists when you name your files.
Miscellaneous
Cloud Setup
Step-by-step instructions for using FileCenter with some of the more popular Cloud services.
Inbox & Split View
How to use both the Inbox and Split view to rapidly organize incoming files.
OCR Basics
How to perform OCR on existing files in both the Manage view and the Edit view, and how to send your OCR text to a word processor.
Folder Templates
How to make and use Folder Templates for fast, consistent folder creation.
Move FileCenter to a New Computer
How to move FileCenter to another computer and migrate your cabinets across.