How To Guides

Download these guides to help you manage your hard-copy and electronic records.

Content Manager

For help with the desktop version of the University's official recordkeeping system, HPE Content Manager.

Getting started	Web Client
Business rules and naming conventions Get global settings Add and view record notes Finalise documents Request hardcopy files for retrieval Access records quickly via Favorites and Recent shortcuts Understand trays Drag and drop to capture documents Create external locations Relate records Access HPECM remotely	Access the Content Manager Web Client Amend and edit documents Work with Content Manager Web Client Interface Save records into Content Manager Web Client Search for and view records
Searching	Editing
Use Quick Search Create saved searches Advanced searches and refining searches	Amend and edit documents Replace documents FYB soft deleter Promote previous document revisions
Email management	Microsoft Office integration
Register emails from Outlook Create linked email folders Share content from Content Manager and email	Turn on integration with Word, Excel, PowerPoint and Outlook Register a document from Word, Excel and PowerPoint Edit documents from Word, Excel and PowerPoint Register a document from Microsoft Teams
Academic integrity recordkeeping
Academic integrity recordkeeping process

For any questions about these resources, please contact Records Services.