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StartSmart Begins - Getting Started with SpringCM

Get Started in SpringCM

Welcome to SpringCM, the cloud content management solution that's easy, fast, secure, and affordable. Throughout our StartSmart series, you'll find other helpful guides for SpringCM features. But first, you should start with the basics, like how to:

Step 1: Navigate, Menus, Toolbars, Document Grids, and Context Menus

Most of the time you'll spend accessing, editing, and sharing content will be in the Documents tab. This area of SpringCM contains all your content. Several other tabs also include important information you'll use on a regular basis.

  • The Dashboard provides a custom view of your most important content stored in SpringCM. Perhaps you'd like to see the two project folders that you spend the majority of your time on. Or the folder containing all the company forms. What's displayed is completely up to you.
  • Search offers a fast way to find content by typing in your query just like you're using Google. You can refine your Search by using and excluding many different criteria.
  • The Address Book tab contains information about the users in your account. You can add, edit, and delete users, security groups, and distribution groups here.
  • The Workflows tab lets you access Approval Workflows, an automated method of routing documents for approval that saves your staff significant time. You can also use Advanced Workflow, SpringCM's business process management (BPM) solution.
  • The Reports tab enables you to generate management reports, charts and graphs that summarize the activity of documents, workflows, and more. You can drill down to very specific information or receive a broad overview—or both.
  • The Preferences tab allows you to perform small tasks (like changing your password) to important administrative functions (such as establishing attributes groups to better serve your business needs). Some changes affect only your SpringCM account while others change SpringCM for all of your co-workers.

You can access the Documents tab—and all other SpringCM tabs—from the GoTo Menu in the upper left-hand corner of your SpringCM screen.

The GoTo menu is part of the menus and toolbars we offer on almost every SpringCM page to help you make the best use of your content in a few easy clicks.

Menu

Toolbar

Once you've reached the Documents tab, you'll see your folder structure in the left-hand navigation and a document grid listing all the contents of a folder.

Once you're inside the document grid, you'll notice a small upside-down triangle by every folder or document. This context menu offers the most commonly-used features.

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Step 2: Find Content and Navigate SpringCM

We offer search so you can find content like you're using Google, or browsing so you can locate a document in folders structured just like ones on your PC or Mac.

>Learn How to Search for Content.

  1. Type your query in the Search Documents field located in the upper right of your SpringCM screen.
  2. Click the Magnifying Glass to start your search.

  1. Click the link for the apporpriate document.

>Learn How to Browse for Content.

  1. From the GoTo menu click the Documents tab.
  2. Click the appropriate Folder in the left-hand navigation. If the folder you want to access is a subfolder, click the parent folder to browse to the correct subfolder.
  3. Click the link for the appropriate document.

Once you're done viewing or editing content, you can easily return to your default screen by clicking the Home button located in the upper left-hand corner of your screen.

Now that you're familiar with SpringCM's layout, you can get to work with our other StartSmart guides.

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