You'll be amazed at what
you can do with it.

– Tim Hicks, ArcaTech

These self-paced tutorials help you get the most out of Agiloft and demonstrate new capabilities that you might not be aware of. If you prefer printed documentation, please download the Agiloft Reference Manual.


General Staff Tutorials

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Power User Interface Overview

General overview of the layout and functions available in the power user interface of Agiloft. (6:48)

Allow Pop-ups

Short tutorial demonstrating how to enable pop-ups in Chrome, Firefox, and Internet Explorer. (1:03)

The Basics of Knowledgebase Searching

Tutorial describing options for searching the Knowledgebase. (4:03)

Advanced Searching

Learn about the power of Agiloft's search capabilities and how to use searching to find records and automate your processes. (4:00)

Managing Views

See records the way you want with customized views. Learn how to create and manage table views in Agiloft. (3:59)

Adding a Power User

In this brief overview we'll show you how to create a new user in the power user interface of your Agiloft knowledebase. (2:35)

Importing Users

This tutorial demonstrates how to upload users from an Excel spreadsheet into your Agiloft knowledgebase. (3:40)

Editing Multiple Records at a Time (Mass Edit)

How to update one or more fields in multiple records at the same time. (2:09)

Logging In

Overview of the various login methods (1:18)

Accessing Tables and Saved Searches

Overview of how to access and setup individual tables, aka modules, and saved searches (1:08)

Changing a Password

Tutorial describing how to change your own password, and how administrators can change the passwords of other users. (0:30)

Configuring Left Pane Grouping

Tutorial describing how to group tables in the left pane. (3:38)


Admin Tutorials

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Admin Training Overview

Introduction to Agiloft and definition of main concepts and overview of how it can be used. (11:09)

Admin Setup Menu

Manage and customize your KnowledgeBase from the Setup menu. Learn how to configure email accounts and notifications, modify workflows, manage user groups and more. (5:48)

Using the Workflow Editor

Design your process flow with actions and validations using our drag-and-drop workflow editor. (2:57)


Contract Management Tutorial Videos

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Creating a new Contract Record

Tutorial describing how to create a new contract record. (2:46)

Creating a Contract Document

Tutorial describing how to create a contract in Word or PDF format from a contract template. (2:21)

Creating a Renewal Contract

Tutorial describing how to create a renewal contract record. (2:33)

Creating a Related Contract

Tutorial describing how to create a related contract record. (2:28)

Submitting a Contract for Review

Tutorial describing how to submit a contract for review. (0:52)

Creating and Launching Contract Approvals

Tutorial describing how to create contract approval workflows and launch them. (3:21)

Approving a Contract

Tutorial describing how to approve a contract. (3:12)

Emailing from a Contract Record

Tutorial describing how to email a contract and associated data to internal employees or external contacts. (2:21)

Configuring DocuSign Admin Account

Tutorial describing how to set up a DocuSign Administrator. Please note that a DocuSign account for the administrator must first be setup using this link. (1:44)

Creating a new Contract Management / Counter Party company

Tutorial describing how to link a company as a contract party while creating or editing a contract. (1:41)

Creating a new Contract Party Location

Tutorial describing how to include the contract party location in a contract. This is an example of the general case where it is necessary to define and configure additional informational fields based on the contract type. (0:51)

Creating a new Contract Party Contact

Tutorial describing how to add a party main contact to a contract record. (1:01)

Creating and Managing Contract Types

Tutorial describing how to create and maintain a table of contract types. These may then be used to populate the contract type field in a contract record and determine the default approval workflow, print template, as well as any additional fields that need to be made visible based upon the type. (2:45)

Creating a new Attachment Type

Tutorial describing how to create and maintain a table of attachment types. This table may also define any special fields to be displayed for each attachment type. (1:31)

Creating new Departments

Tutorial describing how to add new departments for selection during contract creation. (1:31)

Creating a new Contract Management Employee User

Tutorial describing the various aspects of creating a contract management employee user. (2:02)

Contract Management teams explained

Tutorial describing the standard Contract Management Teams available in Agiloft. (0:59)

Contract Management groups explained

Tutorial describing the standard Contract Management Groups available in Agiloft. (2:00)

Navigating the End User Portal

Tutorial describing how to navigate the end user portal. (1:55)


Service Desk Tutorial Videos

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Create a new Service for an Incident

Tutorial describing how to create a new service with no tasks or approvals for an incident. (4:05)

Create a new Service with Approvals

Tutorial describing how to create services with approval workflows. (2:38)

Create a new Service for a Service Request with Tasks

Tutorial describing how to create services for service requests with tasks. (3:24)

Creating and processing Knowledgebase Articles from Incident

Tutorial describing how to create and submit a knowledge article from an incident. It also reviews the approval process for a knowledge article. (4:43)

Submitting and processing a Service Request with User-selectable Tasks

Tutorial describing how to create and submit a service request with tasks as an end user. It also reviews the process of completing tasks. (1:58)

Entering time for an Incident/Service Request

Tutorial describing how an assigned technician can easily report the time they spend on handling incidents or service requests. (0:57)

Update an existing Service

Tutorial describing how to edit an existing service and change the associated tasks and approvals. (2:31)

End user Submission

Tutorial describing how an end user can submit an incident and a service request. The methods for clicking on a quick link and starting from the service catalog are demonstrated. (2:43)

End user – submitting a Purchase Request

Tutorial describing how an end user can submit a purchase request and check the status of the items requested. (1:06)

Subscribe to a Knowledge Topic

Tutorial describing how an end user can subscribe to a knowledgebase topic. It also shows what happens when an article related to that topic is published. (1:06)

Manage Knowledge Topics

Tutorial describing how a knowledge manager can create and edit knowledge topics. (0:41)

Technician handling Simple Incident

Tutorial describing how an assigned technician can process a submitted incident by requesting more information, identifying the problem asset, or configuration item, and finally resolving the incident. (6:35)

Technician handling a Purchase Request

Tutorial describing how purchase requests are processed. Includes approvals and tasks for a request and creation of a new CI. (2:32)

Looking for more videos? Visit the Tutorial Archive.