Videos

The table below describes the training videos that provide additional support for Access Unify | Lifecycle.

Virgo™ software is now Access Unify | Lifecycle. Please excuse the mentions of Virgo™ as we work to update our videos.

Video	Description
	Access Unify \| Lifecycle Demo A quick overview of Access Unify \| Lifecycle, our retention software. Access Unify \| Lifecycle offers cloud-based legal and regulatory research software that helps you increase your precision and gives you the agility to be on top of your information governance efforts. Length: 5 minutes.
	Access Unify \| Lifecycle Training Course An overview of Access Unify \| Lifecycle, our retention software. Access Unify \| Lifecycle offers cloud-based legal and regulatory research software that helps you increase your precision and gives you the agility to be on top of your information governance efforts. Length: 40 minutes.
	Access Unify \| Lifecycle Dashboard An overview of the Access Unify \| Lifecycle Dashboard that lets you quickly monitor your information governance programs and identify issues that require your attention. Length: 3 minutes.
	Navigating Content Types and Repositories You will learn how to create an inventory of your repositories and content using the Content Types tab and the Repositories tab in Access Unify \| Lifecycle. You will also learn how to export this inventory to a spreadsheet or other document for future reference. Length: 4 minutes.
	Working with Content Types You will learn how to add and remove content types. Length: 2 minutes.
	Navigating Record Series You will learn the composition of a record series which includes your retention policy, your organization’s content type examples, and the supporting citations. We will also look at private comments and the audit trail of changes. This will allow you to manage and navigate through a defensible retention schedule. Length: 4 minutes.
	Editing Record Series You will learn how to edit, add, copy, merge, delete, and inactivate record series in your retention schedule. Length: 4 minutes.
	Navigating Citations You will learn about the composition of a citation which includes the details within the citation, and how to find citations that have changed which may impact your retention schedule. Length: 2 minutes.
	Customizing View, Search, Sort, and Filter You will learn about the different standard view options, how to search, sort, and filter record series and citations, customize your view, and share your view with a colleague. Once you have your custom view, you can export it to a report or other systems. Length: 3 minutes.
	Generating Reports You will learn how to view standard reports, create ad hoc and custom reports which can be generated in a variety of formats. This will allow you to build, manage, and publish a defensible records retention schedule. Length: 3 minutes.
	Administration and User Management You will learn about administration and user management in the Access Unify \| Lifecycle Admin Tab which provides your company information, controls of your user logins and user database, and a security log that tracks user activity. Length: 3 minutes.
	Adding Users to Access Unify \| Lifecycle A brief overview on adding users to Access Unify \| Lifecycle. Length: 2 minutes.
	Access Unify \| Lifecycle Employee Portal You will learn how to navigate the Access Unify \| Lifecycle Employee Portal. Length: 2 minutes.
	Access Unify \| Lifecycle Employee Portal Setup You will learn how to set up the Access Unify \| Lifecycle Employee Portal, which makes it easy to publish a dynamic, searchable Retention Schedule for your end users. Length: 4 minutes.

Video

Description

Access Unify | Lifecycle Demo

A quick overview of Access Unify | Lifecycle, our retention software. Access Unify | Lifecycle offers cloud-based legal and regulatory research software that helps you increase your precision and gives you the agility to be on top of your information governance efforts.

Length: 5 minutes.

Access Unify | Lifecycle Training Course

An overview of Access Unify | Lifecycle, our retention software. Access Unify | Lifecycle offers cloud-based legal and regulatory research software that helps you increase your precision and gives you the agility to be on top of your information governance efforts.

Length: 40 minutes.

Access Unify | Lifecycle Dashboard

An overview of the Access Unify | Lifecycle Dashboard that lets you quickly monitor your information governance programs and identify issues that require your attention.

Length: 3 minutes.

Navigating Content Types and Repositories

You will learn how to create an inventory of your repositories and content using the Content Types tab and the Repositories tab in Access Unify | Lifecycle. You will also learn how to export this inventory to a spreadsheet or other document for future reference.

Length: 4 minutes.

Working with Content Types

You will learn how to add and remove content types.

Length: 2 minutes.

Navigating Record Series

You will learn the composition of a record series which includes your retention policy, your organization’s content type examples, and the supporting citations. We will also look at private comments and the audit trail of changes.

This will allow you to manage and navigate through a defensible retention schedule.

Length: 4 minutes.

Editing Record Series

You will learn how to edit, add, copy, merge, delete, and inactivate record series in your retention schedule.

Length: 4 minutes.

Navigating Citations

You will learn about the composition of a citation which includes the details within the citation, and how to find citations that have changed which may impact your retention schedule.

Length: 2 minutes.

Customizing View, Search, Sort, and Filter

You will learn about the different standard view options, how to search, sort, and filter record series and citations, customize your view, and share your view with a colleague. Once you have your custom view, you can export it to a report or other systems.

Length: 3 minutes.

Generating Reports

You will learn how to view standard reports, create ad hoc and custom reports which can be generated in a variety of formats.

This will allow you to build, manage, and publish a defensible records retention schedule.

Length: 3 minutes.

Administration and User Management

You will learn about administration and user management in the Access Unify | Lifecycle Admin Tab which provides your company information, controls of your user logins and user database, and a security log that tracks user activity.

Length: 3 minutes.

Adding Users to Access Unify | Lifecycle

A brief overview on adding users to Access Unify | Lifecycle.

Length: 2 minutes.

Access Unify | Lifecycle Employee Portal

You will learn how to navigate the Access Unify | Lifecycle Employee Portal.

Length: 2 minutes.

Access Unify | Lifecycle Employee Portal Setup

You will learn how to set up the Access Unify | Lifecycle Employee Portal, which makes it easy to publish a dynamic, searchable Retention Schedule for your end users.

Length: 4 minutes.