Learn how to use Therefore™
Our user training videos will quickly teach you how to use Therefore™ and make the most of your system.
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Find and Save
Get started with basic Therefore™ features like saving and finding documents.
Save electronic files manually (drag and drop)
This video will show you how to save a document in Therefore™ using drag-and-drop from your computer.
Save electronic files manually (Microsoft integration)
This video will show you how to save a document in Therefore™ from within a Microsoft 365 application such as Word, Excel, or Outlook.
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Find a document
This video will show you how to find a document using the Therefore™ Navigator.
Edit index data
This video will show you how to edit and update the index data (metadata) of a document.
Hit-list features
This video will show you how to manage a hit-list of search results.
Save searches
This video will show you how to save a search so it can be used for future queries.
Configure favorites
This video will show you how to configure a list of favorites for easy retrieval.
Customize the ribbon
This video will show you how to customize the ribbon menu in the Therefore™ Navigator.
Therefore™ Workflow
Learn how to process documents and participate in a Therefore™ workflow.
Trigger a workflow manually
This video will show you how to manually start a workflow process.
Trigger a workflow automatically
This video will show you how to automatically start a workflow process.
Process a workflow from the workflow inbox
This video will show you how to process workflows from the inbox in the Therefore™ Navigator (not an email inbox).
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Process a workflow from the hit-list
This video will show you how to process workflows from the workflow hit-list in the Therefore™ Navigator. This function must first be enabled by the system administrator.
Process a workflow from an email notification
This video will show you how to process workflows from the email notifications that Therefore™ sends out when a workflow task is assigned. This function must first be enabled by the system administrator.
View workflow history
This video will show you how to view the workflow history, which is a graphical representation of the process steps.
Process statistics and hit-list configuration
This video will show you how to view the process statistics of a workflow and how to configure your hit-list of workflow tasks.
Case Management
Learn how to work with cases in Therefore™ and how they differ from documents.
Therefore™ Case Management
This video will show you how to create, edit, and manage related documents in a Therefore™ Case.
Therefore™ Tasks
This video will show you how to create, assign, and complete Therefore™ Tasks, which are simple, one-step workflows based around a document in Therefore™.
Therefore™ Smart Capture
Learn how Therefore™ Smart Capture saves and extracts information from documents.
Therefore™ Smart Capture
This video will explain how Therefore™ Smart Capture extracts data from documents for further processing.
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Integration with Microsoft Teams
Learn how to work with Therefore™ directly from Microsoft Teams.
Install and Connect to Teams
This video will show you how to install the Therefore™ integration in Microsoft Teams and connect to your system.
Process workflow tasks in Teams
This video will show you how to participate in Therefore™ workflows from within the Teams application.
Help options in Microsoft Teams
This video explains the help commands available for the integration with Teams.
Reports
Learn how to create and view analytic reports based on the information in Therefore.
Reporting with Power BI
This video will show you how to view reports in Therefore™ based on information processed through Microsoft Power BI. This function must first be enabled by the system administrator.
Reporting with SQL Server Reporting Services
This video will show you how to view reports in Therefore™ based on information processed through SQL Server Reporting Services. This function must first be enabled by the system administrator.
Advanced functions
Learn more advanced features to enhance how you work with information in Therefore™.
Access eForms
This video will show you how to access and work with Therefore™ eForms.
Annotate a document
This video will show you how to add visual annotations to a document saved in Therefore™.
Manually link documents
This video will show you how to manually link documents together in Therefore™.
Automatically link documents
This video will show you how to automatically link documents together in Therefore™.
Working with template profiles
This video will show you how to work with template profiles to create template documents using index data. The example shown covers Excel files, but other Microsoft 365 formats, such as Word and PowerPoint, are also covered.
Therefore™ Web Client
Learn how to access Therefore™ in your web browser using the Therefore™ Web Client.
How to access the Web Client
This video will show you how to access Therefore™ from a web browser.
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How to open eForms
This video will show you how to access eForms from the Therefore™ Web Client.
Adding documents
This video will show you how to save documents to Therefore™ from your browser, including files and index data.
Case Management
This video will show you how to work with Therefore™ cases in the Web Client.
Workflow processing
This video will show you how to find and process workflow instances in the Web Client.
Therefore™ Tasks
This video covers working with ad-hoc Therefore™ Tasks.
Searching for documents
This video covers the various search functions that can help you find information in Therefore™.
Viewing objects and documents
This video will show you how to view documents, index data, and other objects in the Web Client.
Reporting with Dashboards
This video will show you how to create a dashboard in the Web Client to view analytics based on the information saved in Therefore™.