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.

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.

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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).

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.

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Therefore™ Case Management

This video will show you how to create, edit, and manage related documents in a Therefore™ Case.

Therefore™ Tasks

Learn how to create and work with ad-hoc tasks outside of a workflow.

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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.

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Therefore™ Smart Capture

This video will explain how Therefore™ Smart Capture extracts data from documents for further processing.

Integration with Microsoft Teams

Learn how to work with Therefore™ directly from Microsoft Teams.

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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.

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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™.

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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™ Go

Learn how to access Therefore™ on your mobile device with the Therefore™ Go app. These videos show the app being used on an Android device, but the same concepts apply to iOS, as well.

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Therefore™ Go login

Save a document

Find a document with full-text search

Find a document with an index data search

Find a document by searching through cases

View a document

Edit index data

Find and process workflow tasks

Use eForms in Therefore™ Go