TRIM9 Knowledge Guides
- Adding Notes to a Record in TRIM9 (PDF, 214 KB)
- Changing the Title of a Record in TRIM9 (PDF, 258 KB)
- Complete Guide to TRIM9 (Content Manager) Full Client (PDF, 71 KB)
- Creating - How to create an electronic file in TRIM (PDF, 625 KB)
- Deleting Records in TRIM9 (PDF, 201 KB)
- Finalising Records in TRIM9 (PDF, 193 KB)
- How to Create a PDF Rendition (PDF, 208 KB)
- Introduction to TRIM9, the Explorer Window and Shortcuts (PDF, 615 KB)
- Moving Records between Containers in TRIM9 (PDF, 354 KB)
- Relating Records in TRIM9 (PDF, 386 KB)
- Revisions and version control in TRIM (PDF, 923 KB)
- Saving Documents to TRIM9 (PDF, 194 KB)
- Searching - How to Search for a Record (PDF, 641 KB)
- Security - How to set security and access controls to records in TRIM (PDF, 659 KB)
- Supercopying a Record from TRIM9 (PDF, 216 KB)
- TRIM9 and Microsoft Office Integration (PDF, 357 KB)
- TRIM9 Configuration - Global and Integration Settings (PDF, 247 KB)
- TRIM9 Outlook Integration and Email Tasks (PDF, 342 KB)
- Viewing Records and Editing Documents in TRIM9 (PDF, 205 KB)
- Adding Notes to a Record in the TRIM9 Web Client (PDF, 200 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, 408 KB)
- Creating Documents and Emails in the TRIM9 Web Client (PDF, 286 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)
- Introduction to the TRIM9 Web Client (PDF, 313 KB)
- Moving Records between Containers in the TRIM9 Web Client (PDF, 406 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 TRIM (PDF, 445 KB)
- Action Tracking - Completing an action in TRIM (PDF, 225 KB)
- Action Tracking - How to insert actions in TRIM (PDF, 377 KB)
- Action Tracking - How to reassign actions in TRIM (PDF, 325 KB)
- Higher Degree Research TRIM Workflow - Adding the Group Accounts Location to your Favourites and Reassigning Activities (PDF, 250 KB)
- Higher Degree Research TRIM Workflow - Faculty Staff (PDF, 577 KB)
- Higher Degree Research TRIM Workflow - Faculty Staff - Web Client (PDF, 514 KB)
- Higher Degree Research TRIM Workflow - Trouble Locating the Application for Admission Folder (PDF, 102 KB)
- Higher Degree Research TRIM Workflow - UON GR Staff (PDF, 1.1 MB)
- Records Due Tray - How to set up your records due tray in TRIM (PDF, 166 KB)
- Using Action Tracking in the TRIM Web Client (PDF, 577 KB)
- How to create TRIM links with Outlook (PDF, 328 KB)
- MAC Users - TRIM for Mac users information sheet (PDF, 178 KB)
- Moving documents from shared drives to TRIM (PDF, 462 KB)
- Student Case Management Folder (PDF, 350 KB)
- TRIM (HPE RM) - Frequently Asked Questions (FAQ) (PDF, 1.3 MB)
- TRIM Full Client - Reference Guide - Student Academic Conduct Officer (SACO) Electronic Case Records (PDF, 895 KB)
- TRIM Web Client User Instructions - Student Academic Conduct Officer (SACO) Electronic Case Records (PDF, 408 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.
