
Welcome to the User Guide. This is the guide page available inside eCAT so that you can get a feel for the features and power of the system. The tutorial videos are a great place to get started. There is also a textual guide to the system on the left and a series of A-Z videos on the right.
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 new records
Importing documents, spreadsheets and images
Customising Options
Filtering
Favorites
Creating child records
Creating a task for a record
Printing
Importing data into records
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
The attachments popup
The record linking popup
Changing the name
Changing field values
Editing a reference field value
Editing an attachment field value
Uploading attachments
Signing, authorising and amending
Cutting and pasting
Formatting
Fullscreen
Linking to attachments
Linking to external sites and images
Linking to folders
Linking to records
Working with tables
Adding timestamps
Creating a class
Changing the order of fields
The different field types
Setting help text
Saving changes
Renaming a class
Setting preferences
Customising menus
Recovering records
Personal audit
Setting your password
Explaining preferences