CM10 - Webclient Overview

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Another Video in the Information First Content Manager 10 Overview series. This video looks at the new and improved Web Client! From the re-designed Home Page to improvements in the Record View Page, this exciting video will have you entertained through to the end!

Table of Contents:

00:00 - Introduction
00:12 - Introduction
01:01 - CM10 Web Client
02:39 - Menu Bar
03:35 - Search Method
04:44 - Search Criteria
05:08 - Execute Search
07:20 - Setup Info
08:22 - Record Type Option
09:23 - Secondary Page View
10:16 - Filter Search
10:43 - Save Search
10:48 - Search URL
11:39 - Record Properties View
12:06 - Action Buttons
12:21 - Properties
13:04 - Document View
14:33 - Summary
15:18 - New Record Form
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Very informative. You're a stud, Beau!

jasonsteinmetz
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Great to see you, Beau! CM10... YAY!!

plbott
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Great work.
Looking forward to more content

joshuahutley
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I would love to see a video of the ability to file multiple items from your shared drive/desktop into a single container in Content Manager using the web client.

edsturgeon
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would be great to see a video on the interaction between M365 and CM - if there is any of course.

stephenlemon
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I am an Administrator and dont find any option to add new item [ custom one ] under Menu by myself? I heard during this video as it is possible and unable to find any info from Help. Please suggest

drawingforimaginary
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If someone share any settings \ setup requires the seamless integration from thick client and to reflect in web client automatically will be appreciate it. Whenever I make some changes in thick client not reflecting in web client for me? thx in advance.

drawingforimaginary
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is the process for editing a document the same as version 9.4? i.e. when you check the document out, you save it to your desktop, one drive etc, then you need to check it back in from there?

stephenlemon