ASPIRE Document Management Overview Video

ASPIRE Document Management Overview Video

See linked videos and attached document for complete details. 

The linked series of videos will demonstrate the various features and functionality available when working with documents in ASPIRE. 

The attached document summarizes some key points of ASPIRE document management functionality. 

Video 1 - Configuring Document Types - 1:20 minutes

Video 2 - Configuring Document Templates - 1:20

Video 3 - Inserting Data Tags - 2:00

Video 4 - Configuring Document Packages - 1:20

Video 5 - Selecting Document Templates to Generate - 1:50

Video 6 - AdHoc Document Packages - 0:45

Video 7 - Generating Documents - 0:52

Video 8 - Navigating the Document Repository - 2:40

Video 9 - Converting Word documents to PDFs - 0:30

Video 10 - Document Merge and Secure PDF - 0:50

Video 11 - Document Log - 0:40

Video 12 - Other Document Repositories - 0:55

    • Related Articles

    • ASPIRE Training Video Inventory

      The following is a list of training videos available in this Knowledge Base. Be sure to browse the Category for additional information related to your topic. Accruals/Earnings Processing Earnings This video shows the different methods of processing ...
    • Collateral Overview and Video

      See attached documents and linked video for complete details.  The linked set of videos and related document attachments cover all aspects of working with collateral in ASPIRE.  Video 1 - Collateral Introduction  1:45 Video 2 - Collateral Industry ...
    • Equipment Overview and Video

      See attached documents and linked videos. The attached documents and linked videos provides an overview of how equipment is managed in ASPIRE. Video 1 - Industry Concepts   2:20 Video 2 - Equipment Main Screen    :45 Video 3 - Toolbar Functions    ...
    • Reports Overview Video

      See linked video for complete information. The linked video reviews the basics for using ASPIRE Dashboard Reports with an attached document outlining some commonly used reports. Click here for the 7 minute video. 
    • Security Profiles Video

      See linked video for complete information. The linked video explains the setup of the ASPIRE Security Profiles. Click here to view the 13 minute video. The attached document provides a written overview of common Security Profile terms and concepts.