TrimFiles User Guide Videos

Here is a collection of videos showing how to use TrimFiles to manage everything in your business.

Save

Quickly and easily save documents to TrimFiles while ensuring they can be easily discovered and accessed by others in your organization.

Edit

Check out a document in TrimFiles to protect it from being edited by someone else. When you're done editing, just check it back in and others can see any changes you've made.

eSign

TrimFiles Mobile enables businesses to maintain compliance outside of the office. The eSignatire capability integrated in TrimFiles allows for regulated businesses to approve and monitor process, even from a mobile device.

Workflow

Use TrimFiles Automated Workflows to streamline common business processes (like contract approvals, controlled content, invoicing, etc.), stay productive, and ensure compliance. TrimFiles Automatically monitors each step of the workflow process and sends a notification when there's something that needs to be handled. It's simple, quick, and built in to TrimFiles.

Offline

Accessing important information and documents no matter where you are is vital. TrimFiles Offline Availability allows you to view, edit and save documents even without access to WiFi or a VPN.

Mobile Scan

Scan documents (like expense receipts) directly to TrimFiles using the mobile app for iPhone and iPad. See how TrimFiles can keep your business running smoothly even when you're away from the office.

Search

Searching for (and finding) information in TrimFiles is super-fast. TrimFiles even searches inside documents to make sure you can find anything you're looking for.

Share

Sharing documents in TrimFiles is as easy as a right click. Whether you need to send someone a document or collaborate with colleagues, TrimFiles keeps everything streamlined and organized.

Templates

Eliminate unnecessary recreation of documents with TrimFiles Document Templates. Here's how to quickly create a template that will fill in information automatically for commonly used contract, agreements, and other documents.

Outlook

TrimFiles is tightly integrated with Microsoft Outlook. Easily save emails and attachments directly to your TrimFiles vault. TrimFiles Smart Folders know exactly what documents are and who they are related to. Watch how TrimFiles and Microsoft Outlook help you get things done quickly.

Scan & OCR TEST

Scan documents and automatically make them searchable with OCR technology built right into TrimFiles. TrimFiles works with any USB scanner, so compatibility I is never an issue. Just scan, store and let TrimFiles do the rest.

Views

Dynamic Views are virtual folders that organize information automatically based on what it is instead of where it's saved.

Mobile

TrimFiles Mobile makes your TrimFiles Vault (including documents and workflows) accessible anywhere, even away from the office. TrimFiles mobile apps are available for download from the iTunes App Store (iOS), Google Play (Android) and Windows Phone Store.

Permissions

Managing complex access control policies becomes overwhelming with the limitations of most systems. TrimFiles provides unlimited control over any type of content while keeping things simple. That's because permissions can be assigned based on what something is instead of where it's stored.

Co-Authoring

Simultaneously edit shared documents with Co-Authoring in TrimFiles. Check a document out in TrimFiles and send the co-authoring link to co-workers, work groups and other collaborators to seamlessly edit a single document.

Annotate & Redline

Annotations and redlining in TrimFiles allows any TrimFiles user to add comments to a document without modifying the original file. See all annotations and comments at once, or view each bit of feedback individually.