How To Guides

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

HPE Content Manager

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

Getting started	Action tracking exams
Business rules 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 Use drag and drop to register documents Use the dropzone Create external locations Relate records	Customise desktop for tracking Upload an exam lodgement form Upload an exam paper Add a 'For Review' action Complete a 'For Amendment' action Find actions in progress
Searching	Editing
Use Quick Search Create saved searches Advanced searches and refining searches	Edit documents Replace documents FYB soft deleter Promote previous document revisions
Email management	Microsoft Office integration
Register emails from Outlook Set up linked email folders Share content using HPE Content Manager references 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

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