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FASTdocs Overview

Get familiar with the essential tools and workflows that power FASTdocs. Perfect for new users or anyone looking for a quick refresher on the platform’s fundamentals.

 

FASTdocs for Beginners

 

 

 

 

FASTdocs Administrator Essentials

 

 

 

 

FASTdocs 7 Overview, Part 1: Tree Structure and Department Views

 

 

 

 

FASTdocs 7 Overview, Part 2: Search and Reports

 

 

 

 

FASTdocs Document Versioning

 

 

 

 

Boost Your FASTdocs Investment with New Features: Streamline Workflows with Versioning and Secure Document Intake

 

 

 

 

FASTdocs How To Add Storage Volumes in DART

 

 

 

 

FASTdocs How to Address License Warnings

 

 

 

 

FASTdocs, How to Change Sorting Options for FASTdocs Trees

 

 

 

 

FASTdocs Batch Scan Overview

 

 

 

 

FASTdocs Email-In Setup and Overview

 

 

 

 

FASTdocs Person, Account and Member Centric Views with OCR Scanning

 

 

 

 

FASTdocs, How to Manually add a New Member in FASTdocs

 

 

 

 

FASTdocs How to Drag and Drop Documents with Auto Index

 

 

 

 

FASTdocs, Enable QwikLogon for Users for On-Premise Customers

 

 

 

 

FASTdocs, Add New Optional Folder and Document

 

 

 

 

FASTdocs, DART Security Options

 

 

 

 

FASTdocs, How to Request Supporting Collateral Through WebShare

 

 

 

 

FASTdocs, How to Change a Users Password in DART

 

 

 

 

FASTdocs, Enabling Accessible Folders in WebShare

 

 

 

 

FASTdocs - How to add or remove an Employee Flag

 

 

 

 

FASTdocs, The Benefits of the New Help System

 

 

 

 

FASTdocs, Storing Adverse Actions for Non Members

 

 

 

 

FASTdocs, New Category Search Setup

 

 

 

 

FASTdocs, How to Setup Scanning on a Workstation

 

 

 

 

FASTdocs, Setup of Email Notifications on a Document

 

 

 

 

FASTdocs Reports Overview

 

 

 

 

FASTdocs, Creating a New Storage Location in DART

 

 

 

 

FASTdocs, How to Create a New Single View

 

 

 

 

FASTdocs, How to Delete a Batch in IP Hub

 

 

 

 

FASTdocs, Creating Area for Adverse Actions for Non Members