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.

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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)
Simple Searching Simple searching techniques, allowing you to easily navigate through Agiloft's interface. (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)
Changing your Password Short video illustrating how to change your own password. (0:19)
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)
How to Change Your Password Video showing how to change your password (0:19)

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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)

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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)

Looking for more videos? Visit the Tutorial Archive.