Our organisation
TRIM9 Knowledge Guides
- Adding Notes to a Record in TRIM9 (PDF, 214 KB)
- An Introduction to TRIM9, the Explorer Window and Shortcuts (PDF, 2.5 MB)
- Changing the Title of a Record in TRIM9 (PDF, 258 KB)
- Complete Guide to TRIM9 (Content Manager) Full Client (PDF, 71 KB)
- Creating and Working with Cabinets in TRIM9 (PDF, 755 KB)
- Creating and Working with Folders (Files) in TRIM9 (PDF, 476 KB)
- Creating and Working with Folders (Files) in TRIM9 - Copying Folders (Files) (PDF, 215 KB)
- Creating and Working with Sub-Folders in TRIM (PDF, 895 KB)
- Customise TRIM9 Background Colour (PDF, 564 KB)
- Deleting Records in TRIM9 (PDF, 271 KB)
- Finalising Records in TRIM9 (PDF, 193 KB)
- How to Create a PDF Rendition (PDF, 208 KB)
- How to Stop the 'Check In Sent Items' Window Appearing in Outlook (PDF, 553 KB)
- Moving Multiple Documents to TRIM9 (PDF, 765 KB)
- Moving Records between Containers in TRIM9 (PDF, 354 KB)
- Relating Records in TRIM9 (PDF, 386 KB)
- Revisions, Checking In and Version Control in TRIM9 (PDF, 371 KB)
- Saving Documents to TRIM9 (PDF, 194 KB)
- Searching - Advanced Searching in TRIM9 (PDF, 544 KB)
- Searching - Creating and Locating Saved Searches in TRIM9 (PDF, 369 KB)
- Searching - Introduction to Searching for Records in TRIM9 (PDF, 397 KB)
- Security and Access Controls in TRIM9 (PDF, 389 KB)
- Supercopying a Record from TRIM9 (PDF, 216 KB)
- TRIM9 and Microsoft Office Integration (PDF, 335 KB)
- TRIM9 Configuration - Global and Integration Settings (PDF, 247 KB)
- TRIM9 Outlook Integration and Email Tasks - Check in styles (PDF, 463 KB)
- Viewing Records and Editing Documents in TRIM9 (PDF, 205 KB)
- Adding Notes to a Record in the TRIM9 Web Client (PDF, 200 KB)
- An Introduction to the TRIM9 Web Client (PDF, 971 KB)
- Changing the Title of a Record in the TRIM9 Web Client (PDF, 182 KB)
- Creating Cabinets, Folders (Files) and Sub-Folders in the TRIM9 Web Client (PDF, 407 KB)
- Creating Documents and Emails in the TRIM9 Web Client (PDF, 293 KB)
- Displaying Contents and Navigating in the TRIM9 Web Client (PDF, 204 KB)
- Editing Documents in the TRIM9 Web Client (PDF, 283 KB)
- Favorites and Other Shortcuts in the TRIM9 Web Client (PDF, 247 KB)
- Finalising Records in the TRIM9 Web Client (PDF, 192 KB)
- How To Get Global Settings in the TRIM9 Web Client (PDF, 179 KB)
- Information on Deleting Records for TRIM9 Web Client Users (PDF, 155 KB)
- Moving Records between Containers in the TRIM9 Web Client (PDF, 333 KB)
- Relating Records in the TRIM9 Web Client (PDF, 257 KB)
- Searching in the TRIM9 Web Client (PDF, 419 KB)
- Viewing and Downloading Documents in the TRIM9 Web Client (PDF, 192 KB)
- Web Client - How to use the TRIM Web Client (PDF, 71 KB)
- Action Tracking - Adding an Action in TRIM9 (PDF, 340 KB)
- Action Tracking - Completing an Action in TRIM9 (PDF, 194 KB)
- Action Tracking - How to set 'Records Due' as the Default Window in TRIM9 (PDF, 172 KB)
- Action Tracking - How to set up your Records Due Tray in TRIM9 (PDF, 175 KB)
- Action Tracking - Inserting an Action in TRIM9 (PDF, 330 KB)
- Action Tracking - Reassigning an Action in TRIM9 (PDF, 276 KB)
- Action Tracking - Using Action Tracking in the TRIM9 Web Client (PDF, 501 KB)
- HDR TRIM9 Admissions Workflow - Trouble Locating the Application for Admission Folder (PDF, 210 KB)
- HDR TRIM9 Candidature Variation Workflow - UON GR Staff (PDF, 619 KB)
- HDR TRIM9 Workflows - Adding the 'Group Accounts' Location to your Favourites and Reassigning an Activity (PDF, 632 KB)
- HDR TRIM9 Workflows - School Staff (PDF, 606 KB)
- HDR TRIM9 Workflows - School Staff - TRIM9 Web Client (PDF, 585 KB)
- Higher Degree Research TRIM Workflow - UON GR Staff (PDF, 1.1 MB)
- Quick Reference Guide - Saving VIVA Records to TRIM9 (Full Client) (PDF, 750 KB)
- Quick Reference Guide - Saving VIVA Records to TRIM9 (Web Client) (PDF, 701 KB)
- Student Case Management Folder (PDF, 350 KB)
- TRIM9 for Apple Mac Users - information sheet (PDF, 416 KB)
- TRIM9 Generic Record Types (DOCX, 37 KB)
- TRIM9 Record Titling (PDF, 260 KB)
- TRIM9 Web Client User Instructions - Searching and Reporting for SACO Records (PDF, 405 KB)
- TRIM9 Web Client User Instructions - Student Academic Conduct Officer (SACO) Electronic Case Records (PDF, 456 KB)
- Troubleshooting TRIM9 Integration Issues (PDF, 305 KB)
Records Governance Support
The Records Governance Services (RGS) Helpdesk is available weekdays from 8.30am to 4.30pm and can be contacted either by email or by phone: (02) 4921 5306.
The University of Newcastle acknowledges the traditional custodians of the lands within our footprint areas: Awabakal, Darkinjung, Biripai, Worimi, Wonnarua, and Eora Nations. We also pay respect to the wisdom of our Elders past and present.