New User Onboarding

Everything you need to get started with Ademero
Duration
2 hours
Difficulty
Beginner
Total Steps
12

Overview

Master the fundamentals of document management with Ademero. This comprehensive onboarding path takes you from first login to confidently managing documents, workflows, and searches. Perfect for new users who want to hit the ground running.

Learning Outcomes

Curriculum - Required Steps (6)

1
video 12 min
Introduction to Content Central
Get your first look at the Content Central interface. Learn where everything is and how to get help when you need it.
2
video 8 min
Content Central Overview
Understand the core concepts and philosophy behind Content Central. See how document management transforms your workflow.
3
video 2 min
Using Favorites for Quick Access
Save time by bookmarking your most-used documents and folders. Access them instantly from anywhere.
4
video 3 min
Mastering Document Search
Learn powerful search techniques: full-text search, metadata filters, and saved searches. Never lose a document again.
5
video 2 min
Grouping Documents with Packets
Keep related documents together with packets. Perfect for projects, clients, or any logical grouping.
6
video 2 min
Monitoring Work with Dashboards
Stay on top of your tasks with customizable dashboards. See what needs attention at a glance.

Optional Steps (6)

+1
article 9 min Optional
12 Things About Document Indexing
Understand how proper indexing makes search lightning-fast. Learn metadata best practices.
+2
article 8 min Optional
12 Things About Document Capture
Learn how documents enter the system: scanning, email, uploads, and more.
+3
article 8 min Optional
12 Things About Document Storage
Understand how your documents are stored securely and efficiently.
+4
article 9 min Optional
12 Things About Document Distribution
Share documents securely with team members and external parties.
+5
video 3 min Optional
Processing Invoices Quickly
See workflow automation in action with invoice processing.
+6
guide 30 min Optional
Quick Start Guide
Your comprehensive reference guide for getting started.