Online Training

Make the most of your current software! Plenty of undiscovered features are waiting to improve your daily workflow. Let us guide you through them with our easy-to-understand, down-to-earth video courses.

Available to view at your own pace, 24/7, most of these training sessions are short enough to complete in less than a lunch break.

Get unlimited access to the Online Training Library for $49.95.  Buy Now »

Free Courses
Cabinets - Part 1: The Basics:  Understanding FileCenter cabinets. How to create cabinets from scratch or from existing files.
Cabinets - Part 2: Alternate Layouts:  Alternatives to the standard "cabinet" layout, including explorer views, hiding folders, and displaying drawers in a drop-list.
Cabinets - Part 3: Tips & Tricks:  Helpful features to enhance the way you work with cabinets, like linked drawers, auto-expanding folders, and sorting and filtering the file list.
Cabinets - Part 4: Sharing Cabinets:  How to share cabinets on a small network. The video covers two scenarios: turning files you're already sharing into a cabinet, and moving files from your personal computer onto the network as a shared cabinet.
Cabinets - Part 5: Advanced Cabinets:  How to create and use Advanced Cabinets, including "pinning" drawers from other cabinets into a "Daily Appointments" cabinet.
Cloud Setup:  Step-by-step instructions for using FileCenter with some of the more popular Cloud services.
Folder Templates:  How to make and use Folder Templates for fast, consistent folder creation.
Inbox & Split View:  How to use both the Inbox and the Split view to rapidly organize incoming files.
Move FileCenter to a New Computer:  How to move FileCenter to another computer and migrate your cabinets across.
Naming Options - Part 1:  How to set up and use Naming Options for quickly and automatically naming files, including a description of the dynamic fields.
Naming Options - Part 2: Custom Lists:  How to draw from lists when you name your files.
Network Administration - Part 1: Shared Settings:  How to get started using the Admin Tool for sharing cabinets and other settings on larger networks where centralized administration is preferred.
Network Administration - Part 2: Deploying FileCenter:  How to install FileCenter on client machines and automatically connect them to your shared settings.
OCR Basics:  How to perform OCR on existing files in both the Manage view and the Edit view and how to send your OCR text to a word processor.
PDF - Digital Signatures:  How to create a scanned signature that you can stamp in PDF files, and how to do certificate-based digital signing.
PDF - Erase in a PDF:  How to use the eraser tool to remove portions of a PDF page.
PDF - Forms and the Typewriter Feature:  How to use the typewriter feature to fill out PDF forms and change the typewriter font.
PDF - Highlight in a PDF:  How to use the highlighter tool to highlight items on a PDF page.
PDF - Redact in a PDF:  How to use the redaction tool to black out portions of a PDF page.
PDF - Stamps:  How to use PDF stamps and import your own custom stamps.
Save/Open Integration - Part 1: Basics:  How to use FileCenter with other programs for saving and opening files.
Save/Open Integration - Part 2: Custom Integrations:  How to turn on the Save/Open integration for programs that are not supported by default or de-activate the integration for specific programs.
Scanning - Part 1: Basics:  How to get started scanning in FileCenter, including both in-place scanning and scanning in the Edit view.
Scanning - Part 2: Adding Pages to Existing Documents:  How to scan new pages into existing documents.
Scanning - Part 3: Double-sided Documents:  How to scan double-sided originals, whether your scanner supports double-sided scanning or not.
Scanning - Part 4: Using a Flatbed Scanner:  How to use a flatbed scanner to scan multipage documents.
Scanning - Part 5: Scan to a Word Processor:  How to scan a document and direct the text to your word processor. How to use a word processor other than Microsoft Word with this feature.
Scanning - Part 6: Advanced Scanning Options:  Description of the more advanced scanning settings, including examples of how to use scanning profiles.
Scanning - Part 7: ScanSnap Scanners:  How to set up and use a ScanSnap Scanner with FileCenter.
Scanning - Part 8: Scanning Problems:  Common scanning problems and how to fix them.
Search - Part 1: Indexing:  How to make sure that Windows is indexing your cabinets so they can be searched.
Search - Part 2: Search Basics:  How to get Windows Search working with FileCenter and execute common searches.
Search - Part 3: Search Queries:  How to enter search terms and format search queries. How to narrow or expand your results.
Search - Part 4: Search File & Folder Names:  How to search for files and folders by name.
Search - Part 5: Tag Searching:  How to use tags in files and search by tag.
Search - Part 6: Search Problems:  Common problems with searching and how to resolve them.
Separators - Part 1: Basics:  Getting started with separators. How to print and use the "Generic Separator".
Separators - Part 2: Separate into Folders:  How to create and use separators that will automatically name your documents and optionally file them into subfolders.
Separators - Part 3: File Routing:  How to create and use separators that will automatically route your documents into pre-determined, fixed locations or split apart a stack at fixed intervals.
Basic Courses
FileCenter Layout:  Learn the basic layout of FileCenter and how to navigate the program.
Introduction to Settings:  Discover the settings that you can use to customize FileCenter and make it your own.
The Action Buttons:  You'll find small action buttons scattered around FileCenter. These contain many of the basic commands that you need in FileCenter. Get familiar with the action buttons and how to use them.
Basics of File Cabinets:  Learn what a file cabinet is, how to create them, and how to modify existing cabinets.
Basics of Drawers:  Learn what a drawer is, how it differs from folders, how to create them and how to navigate them quickly.
Introduction to Templates:  Set up folder layouts that mimic your current paper filing structure. Learn to automatically apply folder layouts to drawers for consistency, no matter who is creating a drawer.
Introduction to File Naming:  Like in the Introduction to Templates, you'll learn how to set up pre-defined document names to create consistency in the way everyone in your office names files.
Scanning Basics:  Scanning to FileCenter is one of the primary ways to store documents in FileCenter. Learn the basics of using your TWAIN compliant scanner in FileCenter.
Printing:  Besides scanning, printing documents to PDF is a common archival technique. Learn how to print to PDF from a variety of different applications.
Open:  Using the Open feature brings more to the table than most people think. Learn about the uses for FileCenter's Open button and how to leverage it for your office.
Email:  The ability to email files directly from FileCenter is a critical feature. Most, however, don't know the depth of this feature. Learn to take full advantage of FileCenter's emailing power.
PDF Editor - Basic Features:  Our PDF Editor is one of the top rated editors out there. Become familiar with the basic uses of the PDF Editor and how you can leverage them for your daily document processing.
Introduction to the Inbox:  Get to know the Inbox tab and learn some best practices for using the Inbox.
Introduction to OCR:  Become familiar with OCR and why it matters. Take your first steps into using OCR to increase efficiency in your office.
Intermediate Courses
Cabinets:  Dig deeper into cabinets. Discover the power behind advanced cabinets, how to pair cabinets with cloud drives, how to use alternate cabinet layouts, and the more advanced features of the cabinet.
Importing Data:  Learn how to migrate file structures into FileCenter. Build drawers and folder structures from CSV files.
Drawers:  In the Basic Drawers training you learned how to create new drawers. Now discover how to manage and use them, including moving them between cabinets and archiving them. Discover the power behind shortcut drawers. Learn how to pin drawers to advanced cabinets.
Templates:  Templates are probably one of the best ways to leverage the FileCenter system to its fullest. Learn the more advanced features of templates, including how make them from existing folder layouts.
Naming Options:  Along with Templates, the Naming feature will create so much efficiency that you will probably kick yourself for not using the Naming feature earlier. Learn how to fully leverage the document naming tools.
Scanning:  Few features have more buried power than scanning. Find out how to make scanning as automatic and efficient as possible. Discover the full range of scanning options available.
Scanning: ScanSnap:  The Fujitsu ScanSnap is a popular scanner for a reason. Unfortunately, few programs integrate with it. FileCenter is one that does. Learn how to set up and use a ScanSnap scanner with FileCenter.
Inbox:  In the Basic Training module for the Inbox tab, you got familiarized with this amazing tool. Now learn how to get it set up and how to use it to its fullest.
Split Screen:  Tired of copying and pasting to move files? Discover FileCenter's built-in tools for moving files around, including how to rename as you move.
OCR:  Go deeper into the amazing OCR tool. From using different OCR engines to setting up OCR profiles, you won't want to miss this module.
Zonal OCR:  You've mastered OCR, but have you heard of Zonal OCR? Learn what Zonal OCR is, when to use it and when not to use it. Learn how easy it is make file names even more intelligent by pulling from document text.
Separators:  Ever just want to scan in a big stack of documents and then walk away and have your system file them for you? Don't miss this module to learn how FileCenter Separators can help with some of the work.
Barcodes:  If you are using barcodes on your documents, FileCenter can really help you out. Learn how to make the best use of barcodes to help with naming and routing your documents and create more efficiency.
PDF Editor:  The PDF Editor has many sophisticated features you didn't see in the basic training. Learn about dynamic stamps, setting up a transparent signature, redacting information, using Bates Stamps, and more.
PDF Actions:  FileCenter has ways to manipulate PDF files outside of the PDF Editor. Discover how to stack (merge) PDFs, split them, insert or remove pages, and more ... without ever opening the files.
Convert Files:  Ever needed to convert a Word document to PDF? Or vice versa ... without losing the formatting? How about a scanned table to an Excel spreadsheet? Or maybe a PDF to a JPEG, or a JPEG to a PDF? Learn about the powerful Convert button in FileCenter and everything it can do. Don't miss one of our favorite features of the FileCenter software.
Document Cleanup:  Scanning can be a perfectionist's nighmare. Stray specks, black margins, crooked pages – almost any scan could look better. Get to know FileCenter's cleanup tools for your scanned documents.
Windows Indexing:  What is Windows indexing? Is it required? How do I set it up? These are just a couple of the questions that you will learn as you get familiar with indexing.
Windows Search:  If you follow our best practices for setting up FileCenter and organizing your files, you will be able to navigate to your documents easily. But when needed, search can be your friend. Assuming you've set up Windows indexing, learn how to leverage our powerful search features, including keyword searching, filename/path searching, and searching specific metadata tags.
Tools Button:  Ever wonder what all of the options do in the Tools button? Explore how each item can help you make better use of FileCenter.
Outlook Integration:  Do you use Outlook? Ever wonder how you can leverage FileCenter to store your Outlook files? Come check out this module to see how you can store your email messages using our simple Outlook integration.
Shared Settings:  In an office, standardization is king. You need to ensure everyone uses the same cabinets, templates, file names, etc. Get familiar with the basics of the Shared Settings and how to administer those settings to ensure everyone stays current.
Advanced Courses
Advanced Shared Settings:  You've already learned the basics of Shared Settings. Now dive all the way in, mastering how to administer multiple groups of users, how to shut off features, and how to deploy FileCenter on a mass scale.
dtSearch Indexing:  Windows Search isn't available in all environments. That's why FileCenter offers an alternate search engine: the venerable dtSearch. Learn how to set up dtSearch's indexing.
dtSearch Searching:  Now that you understand setting up the dtSearch indexing, it is time that you know how to leverage the dtSearch features and all the little nuances that come along with it.
Introduction to the Knowledgebase:  We have a vast amount of knowledge around the FileCenter software. We should since we created it. We wouldn't want to scare you by wandering around our minds, so we have created a knowledgebase of articles to help you understand the product so deep, that you will start to become the expert we want you to be. During this module, we will cover the knowledgebase and how to best leverage its use.