FASTdocs User Training Sessons On-Demand

New to FASTdocs? Start here.

Whether you're exploring FASTdocs for the first time or looking for a quick refresher, this session is the perfect place to begin. We'll cover the essentials of finding, viewing, organizing, and managing documents, along with practical tips and shortcuts to help you work more efficiently and confidently.

No experience is required. Just bring your curiosity, your questions, and get ready to build the skills you need to make the most of FASTdocs.

New to FASTdocs Administration? We’ve Got You Covered.

Stepping into the FASTdocs administrator role can feel overwhelming, but this session is designed to help you get up to speed quickly. We'll walk through the essential responsibilities of managing a FASTdocs environment, including key administrative functions, everyday management tasks, and best practices for supporting users and maintaining system efficiency.

You'll also learn how to avoid common pitfalls, navigate the tools you'll use most often, and gain practical knowledge you can apply immediately. Whether you're brand new to the role or looking to strengthen your foundation, this session will leave you feeling more confident and prepared to manage FASTdocs successfully.

Make WebShare Work Your Way.

WebShare is more than a portal. It's an extension of your institution's digital experience. In this session, you'll learn how to configure, secure, and customize WebShare to create a seamless, branded experience for customers and staff. We'll cover key setup options, security settings, and best practices to help ensure your portal reflects your organization's look, feel, and standards.

Whether you're launching WebShare for the first time or refining an existing deployment, you'll gain practical tips for optimizing the user experience while maintaining the security and control your institution requires.

Because document storage should be organized, not mysterious.

Join us as we dive into DART storage configuration and retention management. We'll cover how documents are stored, how retention policies work, and what administrators should know to ensure compliance and efficient data management. If you've ever wondered where documents go and how long they stay there, this session is for you.

Reporting doesn't have to be complicated. In this session, you'll learn how to create, configure, and run File Import Studio reports that provide clear visibility into system activity, processing performance, and operational trends. We'll walk through common reporting scenarios, highlight key metrics to monitor, and share practical tips for getting the information you need quickly.

Whether you're troubleshooting an issue, validating results, or looking for deeper insights into your operation, you'll leave with the knowledge and confidence to turn data into meaningful answers.