How do I get started?

Posted on by Let's Strategize

  1. Once Content Organizer has been installed, add it to your users by updating or creating profiles to provide access to Content Organizer.
  2. You can add Content Organizer tab to an existing App or have it stand alone.
  3. Execute the batch process (only needs to run at initial install).
  4. Once the “Home” page loads, select “Public”, “Personal”, “Featured”, or “Chatter Files”.
  5. Select a Library to begin your search.
  6. Add one or many Tags or Custom Fields to your search.
  7. Select the down arrow for more options for each piece of Content.
  8. Select one or many pieces of Content to perform a function with one of the buttons on the footer.