Tutorial Videos

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.

---

Staff Tutorials

  Please turn on your speakers before viewing these presentations.

Staff Interface Overview General overview of the layout and functions available in the staff interface of Agiloft. (6:48)
Allow Pop-ups Short tutorial demonstrating how to enable pop-ups in Chrome, Firefox, and Internet Explorer. (1:03)
Searching Learn about the power of Agiloft's search capabilities and how to use searching to find records and attached files, control permissions, and automate your processes. (7:32)
Searching: Simple Searching Simple searching techniques, allowing you to easily navigate through Agiloft's interface. (4:03)
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 Staff User In this brief overview we'll show you how to create a new user in the staff interface of your Agiloft knowledebase. (2:35)
Editing Multiple Records at a Time (Mass Edit) How to update one or more fields in multiple records at the same time. (2:09)

---

Admin Tutorials

  Please turn on your speakers before viewing these presentations.

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)
Auditability Agiloft makes it easy to comply with Sarbanes-Oxley and Government auditability requirements by maintaining a complete audit trail for every interaction. (4:11)
Using the Workflow Editor Design your process flow with actions and validations using our drag-and-drop workflow editor. (2:57)

Looking for more videos? Visit the Tutorial Archive.