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.

---

General Staff Tutorials

  Please turn on your speakers before viewing these presentations.

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

  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)
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

  Please turn on your speakers before viewing these presentations.

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

  Please turn on your speakers before viewing these presentations.

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.