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The City of Portland, Oregon

Archives & Records Management

Office of the City Auditor

phone: 503-865-4100

email: parc@portlandoregon.gov

1800 SW 6th Ave, Suite 550, Portland, OR 97201

More Contact Info

TRIM (Content Manager) Support

Support Contacts

Brian Brown or Max Johnson

Quick Reference Sheets

Quick Reference sheets are stored within TRIM.

Search for them in TRIM - perform a Title/Any Word search for TRIM Quick Reference and you will find the current list.

   Screenshot of TRIM search

Open the following Saved Search link to the Quick Reference sheets - click here (opens in TRIM).

TRIM links to individual reference sheets are below.

TRIM QUICK REFERENCE SHEETS (links open in TRIM)
Add TRIM Dataset Instructions
Adding a Legal Hold to Records in TRIM
Adding Notes to Records
Adding Test Dataset
Cataloging Documents
Changing Access Controls
Changing Record Title, Date, Container
Copying Records & Metadata out of TRIM
Create an E-Folder
Create an Email Link in Outlook (Check-In Style)
Delete Request (how to make a)
Document Queue (automatic check-in from a folder)
Editing Documents
Favorites
Geotagging Records
Outlook Email Cleanup Guide
Search Within a folder
Searching
Searching for Contracts in TRIM (for Contract Administrators)
Searching Your Email
Self-Installation
Startup Guide
Using TRIM with Efiles
WebClient