Welcome to the User Guide. There is a textual guide to the system on the left and a series of A-Z videos on the right.
You can also get help by posting a comment on the support Forum on the eCAT community site (you will need to register there first).
These videos are intended for individual pages within the eCAT application and are also linked on those pages. They are collected here in one place for convenience. Please be aware they assume you are viewing a given page.
Creating child records
Creating a task for a record
Printing
Import
Import Drag & Drop
The record tree
Signing, authorising and amending
What can I do with a record
What happens if I restore this version
Copying records
Recovering deleted records
Moving records
Simple sharing
Advanced sharing
Users and groups
The advanced sharing page
Signing
Adding Google Calendar to records
Changing the name
Changing field values
Editing a reference field value
Editing a file field value
Signing, authorising and amending
Cutting and pasting
Formatting
Fullscreen
Linking to files and folders
Linking to external sites and images
Linking to records
Working with tables
Adding timestamps
Creating sample examples
Importing
Reports
Buttons on the workbench
Creating a new sample
Creating a sample from an example
Importing
Editing a sample
Copying samples
Moving samples to containers
Buttons on sample containers
Creating new samples
Selecting samples in the container
Setting alerts
Checking samples in and out
Editing and displaying samples
Moving and copying samples
Owners and roles
Creating a sample template
Changing the order of fields
Adding fields and setting types
Template properties
Saving changes
Setting preferences
Customising menus
Recovering records
Personal audit
Setting your password
Explaining preferences
