This site contains the information you need to become familiar with EDRMS and what it means to you and your job.

The following are short form instructions with some screen prints to guide you through the process.

[ All staff | Records Custodians | MRO unit ]

End Users (All Staff) - Installation Information for Offices

• Early Adopters Set-up

End Users (All Staff) - First Time Settings

• Default TRIM Settings
• TRIM List Pane Customization
• TRIM View Pane Customization
• E-mail Filing Guidelines
• Data Entry Standards

   EDRMS/TRIM

  Scheduled Downtime
  click here!

End Users (All Staff) - Daily Filing and Searching

• Quick Reference Brochure for EDRMS
• Saving E-Mail in TRIM
• Finding E-Mail in TRIM
• Classifying and Searching for Records in TRIM
• Linking Outlook Folders to TRIM
• Saving Searches in TRIM and Adding to Favorites
• Sending E-mail with TRIM Reference
• Saving Documents in TopDrawer
• Searching - Noise Words
• Filing email from Blackberries
• New! TRIM Tips for End Users!

Guides for Information Workers (Records Custodians)

• Information Worker TRIM Training Guide
  
• Creating Electronic Folders in TRIM
  
• Litigation Handling in TRIM
  
• TRIM Upgrade Message To Users
  
• ColorBar 2 up labels (see also Install Colorbar)
• ColorBar label purchasing information
  
• TRIM Tips!
  
• Guide to logon TRIM Context on Terminal Server
  
• Guide to logon TRIM for the first time

Guides for Information Managers and Administrators
(Ministry Records Officer's unit)

• TRIM Data Import Guide
  
  
• TRIM Steps Classification Management
  
  
• TRIM Steps Locations Record Type Management