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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

HPE Content Manager (TRIM) Support

Support Contacts

Brian Brown or Max Johnson

Quick Reference Guides

Quick Reference Guides are stored within TRIM. Below are two ways to find them.

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.

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