COVID-19 Relief: Times are hard. To help support you, we're taking 30% off our software. More info »

FileCenter Video Library

Please maximize your browser and turn on your audio. Select a category below:

FileCenter Tutorials
Cabinets - Part 1: The Basics Cabinets - Part 1: The Basics:  Understanding FileCenter cabinets. How to create cabinets from scratch or from existing files. (10:30)
Cabinets - Part 2: Alternate Layouts Cabinets - Part 2: Alternate Layouts:  Alternatives to the standard "cabinet" layout, including explorer views, hiding folders, and displaying drawers in a drop-list. (6:30)
Cabinets - Part 3: Tips & Tricks Cabinets - Part 3: Tips & Tricks:  Helpful features to enhance the way you work with cabinets, like linked drawers, auto-expanding folders, and sorting and filtering the file list. (12:30)
Cabinets - Part 4: Sharing Cabinets Cabinets - Part 4: Sharing Cabinets:  How to share cabinets on a small network. The video covers two scenarios: turning files you're already sharing into a cabinet, and moving files from your personal computer onto the network as a shared cabinet. (5:30)
Cabinets - Part 5: Advanced Cabinets Cabinets - Part 5: Advanced Cabinets:  How to create and use Advanced Cabinets, including "pinning" drawers from other cabinets into a "Daily Appointments" cabinet. (8:00)
Cloud Setup Cloud Setup:  Step-by-step instructions for using FileCenter with some of the more popular Cloud services. (8:15)
(coming soon) Email - Part 1: Sending Files:  How to email files and scans through FileCenter.
(coming soon) Email - Part 2: Archiving Email:  How to archive email messages to file.
Folder Templates Folder Templates:  How to make and use Folder Templates for fast, consistent folder creation. (8:30)
Inbox & Split View Inbox & Split View:  How to use both the Inbox and the Split view to rapidly organize incoming files. (8:00)
Move FileCenter to a New Computer Move FileCenter to a New Computer:  How to move FileCenter to another computer and migrate your cabinets across. (6:00)
Naming Options - Part 1 Naming Options - Part 1:  How to set up and use Naming Options for quickly and automatically naming files, including a description of the dynamic fields. (12:30)
Naming Options - Part 2: Custom Lists Naming Options - Part 2: Custom Lists:  How to draw from lists when you name your files. (5:00)
Network Administration - Part 1: Shared Settings Network Administration - Part 1: Shared Settings:  How to get started using the Admin Tool for sharing cabinets and other settings on larger networks where centralized administration is preferred. (9:00)
Network Administration - Part 2: Deploying FileCenter Network Administration - Part 2: Deploying FileCenter:  How to install FileCenter on client machines and automatically connect them to your shared settings. (5:00)
OCR Basics OCR Basics:  How to perform OCR on existing files in both the Manage view and the Edit view and how to send your OCR text to a word processor. (9:00)
PDF - Digital Signatures PDF - Digital Signatures:  How to create a scanned signature that you can stamp in PDF files, and how to do certificate-based digital signing. (8:00)
PDF - Erase in a PDF PDF - Erase in a PDF:  How to use the eraser tool to remove portions of a PDF page. (2:30)
PDF - Forms and the Typewriter Feature PDF - Forms and the Typewriter Feature:  How to use the typewriter feature to fill out PDF forms and change the typewriter font. (2:00)
PDF - Highlight in a PDF PDF - Highlight in a PDF:  How to use the highlighter tool to highlight items on a PDF page. (3:30)
PDF - Redact in a PDF PDF - Redact in a PDF:  How to use the redaction tool to black out portions of a PDF page. (2:30)
PDF - Stamps PDF - Stamps:  How to use PDF stamps and import your own custom stamps. (6:30)
Save/Open Integration - Part 1: Basics Save/Open Integration - Part 1: Basics:  How to use FileCenter with other programs for saving and opening files. (10:00)
Save/Open Integration - Part 2: Custom Integrations Save/Open Integration - Part 2: Custom Integrations:  How to turn on the Save/Open integration for programs that are not supported by default or de-activate the integration for specific programs. (5:30)
Scanning - Part 1: Basics Scanning - Part 1: Basics:  How to get started scanning in FileCenter, including both in-place scanning and scanning in the Edit view. (11:00)
Scanning - Part 2: Adding Pages to Existing Documents Scanning - Part 2: Adding Pages to Existing Documents:  How to scan new pages into existing documents. (6:00)
Scanning - Part 3: Double-sided Documents Scanning - Part 3: Double-sided Documents:  How to scan double-sided originals, whether your scanner supports double-sided scanning or not. (4:00)
Scanning - Part 4: Using a Flatbed Scanner Scanning - Part 4: Using a Flatbed Scanner:  How to use a flatbed scanner to scan multipage documents. (5:00)
Scanning - Part 5: Scan to a Word Processor Scanning - Part 5: Scan to a Word Processor:  How to scan a document and direct the text to your word processor. How to use a word processor other than Microsoft Word with this feature. (6:30)
Scanning - Part 6: Advanced Scanning Options Scanning - Part 6: Advanced Scanning Options:  Description of the more advanced scanning settings, including examples of how to use scanning profiles. (11:00)
Scanning - Part 7: ScanSnap Scanners Scanning - Part 7: ScanSnap Scanners:  How to set up and use a ScanSnap Scanner with FileCenter. (8:30)
Scanning - Part 8: Scanning Problems Scanning - Part 8: Scanning Problems:  Common scanning problems and how to fix them. (10:30)
Search - Part 1: Indexing Search - Part 1: Indexing:  How to make sure that Windows is indexing your cabinets so they can be searched. (5:30)
Search - Part 2: Search Basics Search - Part 2: Search Basics:  How to get Windows Search working with FileCenter and execute common searches. (6:30)
Search - Part 3: Search Queries Search - Part 3: Search Queries:  How to enter search terms and format search queries. How to narrow or expand your results. (9:00)
Search - Part 4: Search File & Folder Names Search - Part 4: Search File & Folder Names:  How to search for files and folders by name. (6:30)
Search - Part 5: Tag Searching Search - Part 5: Tag Searching:  How to use tags in files and search by tag. (11:45)
Search - Part 6: Search Problems Search - Part 6: Search Problems:  Common problems with searching and how to resolve them. (11:30)
Separators - Part 1: Basics Separators - Part 1: Basics:  Getting started with separators. How to print and use the "Generic Separator". (6:30)
Separators - Part 2: Separate into Folders Separators - Part 2: Separate into Folders:  How to create and use separators that will automatically name your documents and optionally file them into subfolders. (10:00)
Separators - Part 3: File Routing Separators - Part 3: File Routing:  How to create and use separators that will automatically route your documents into pre-determined, fixed locations or split apart a stack at fixed intervals. (10:00)
FileCenter Feature Highlights
Cabinets Explained Cabinets Explained:  How FileCenter uses Windows folders to create cabinets. (1:30)
Cloud Operation Cloud Operation:  FileCenter is fully compatible with most cloud services. (1:00)
Standardized Folder Layouts Standardized Folder Layouts:  Pre-defined folder layouts lend consistency to your drawers. (1:30)
Scanning & Filing with an Inbox Scanning & Filing with an Inbox:  Using an Inbox to quickly file incoming documents. (1:00)
Standardized File Names Standardized File Names:  Pre-defined file names make file naming quick and consistent. (1:30)
Easy Network Sharing Easy Network Sharing:  Cabinets can be shared easily on an office network. (1:30)
Seamless OCR Seamless OCR:  Built-in, unobtrusive OCR can pull text from your scans or make PDFs searchable. (1:30)
PDF Stacking & Other Tools PDF Stacking & Other Tools:  Combine and manipulate your PDFs right inside of your cabinets. (1:00)
Powerful PDF Editor Powerful PDF Editor:  FileCenter's built-in PDF editor helps you view and edit your PDF files. (1:00)
Previewing Files Previewing Files:  FileCenter's preview window lets you take a look at your files without opening them. (1:00)
Rapid Scanning Rapid Scanning:  How FileCenter takes clicks and effort out of scanning. (1:30)
Saving & Opening Files Saving & Opening Files:  FileCenter works with any kind of file and most Windows programs. (1:00)
Find Files Quickly Find Files Quickly:  Search your files as easily as you search the web. (1:15)
Faster Scanning with Separators Faster Scanning with Separators:  How separator sheets can automate most of your scanning and filing. (2:00)
FileCenter 9 Standard FileCenter 9 Standard:  Overview of the new features available in FileCenter 9 Standard. (7:00)
FileCenter 9 Professional FileCenter 9 Professional:  Overview of the new features available in FileCenter 9 Professional. (13:00)
FileCenter Overview
Introducing FileCenter Introducing FileCenter:  FileCenter helps you take control of your PC files. (2:30)
FileCenter Trailer FileCenter Trailer:  Get a two-minute tour of FileCenter. (2:45)
FileCenter: A True Story FileCenter: A True Story:  Discover what FileCenter can do for you. (4:40)
FileCenter DMS FileCenter DMS:  Introducing FileCenter DMS for easy document management. (2:15)
FileConvert Overview
Introducing FileConvert Introducing FileConvert:  FileConvert helps makes all of your files searchable. (2:30)
FileConvert Tour FileConvert Tour:  An overview of the main features in FileConvert. (5:30)
FileCenter Automate FileCenter Automate:  Introducing FileCenter Automate for automated OCR and content-based routing. (2:30)
Client Portal Tutorials
Administration - Part 1: Managing Users Administration - Part 1: Managing Users:  Adding firm Users is a simple process. This video will show how to add, edit and delete a FileCenter Portal User at your firm. (3:00)
Sharing - Part 1: Sharing Basics Sharing - Part 1: Sharing Basics:  When it comes to sharing files, there are many ways that we can consider; email, printing, even faxing. Client Portals have become well known over the past 5 years for sending files securely to clients. This video will go over some quick basics of how and why you want to use FileCenter Portal. (7:00)
Sharing - Part 2: Uploading Files Sharing - Part 2: Uploading Files:  Sending files to clients has never been easier now that FileCenter and FileCenter Portal are tightly integrated. This video shows you how quick and easy it is to upload a file to your client's secure portal. (1:10)
Sharing - Part 3: Downloading Files Sharing - Part 3: Downloading Files:  When using the FileCenter Portal, sending files to your clients has never been easier. But the same can be said when your client uses their secure portal to upload files to you. Accessing the files they have uploaded and bringing them into the FileCenter Document Management software is easy to do. This video shows you just how quickly you can store a file that has been uploaded to the portal into your FileCenter client folders. (2:00)
Sharing - Part 4: Sharing Permissions, Passwords, and Expiration Dates Sharing - Part 4: Sharing Permissions, Passwords, and Expiration Dates:  Setting up a shared folder is simple to do, but there is much more to just creating a client folder. This video will discuss how you can manage the shared access by adding upload permissions, passwords and expiration dates. (3:20)
Sharing - Part 5: Managing Shares Sharing - Part 5: Managing Shares:  When managing the folders shared with your clients, you may want to change who has access to the folder, or even add passwords or expiration dates. In this video, you will learn how to add permissions, edit permissions or remove permissions on a shared portal that has already been created. (3:45)
Sharing - Part 6: Resending Guest User Links Sharing - Part 6: Resending Guest User Links:  In this video, you will learn how to resend the Guest User link to your client in the case they have deleted their initial email, or had forgotten to save the link as a favorite in their internet browser. (2:00)