- Using filters on the Catalog Dashboard
- Company vs. Contact with Scope and Company Wide filters
- Wildcards
- Understanding the File List on the Catalog and Project Dashboard
- Using Folders
- Uploading and scanning files through the Add Files tool
- Attaching a file to a specific Item
- Attaching files already in the Catalog through the Doc Attach tool
- Creating a file from an Attachment Template
- Routing files
- Viewing files
- Understanding check-out and check-in
- Routing a file not attached to another document
- Editing a file
- Understanding File Versions
- Deleting and exporting files
- Adding website URLs to the Catalog
- Adding emails to the Catalog
