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CERF Support

CERF Support

  • User Manual
    • CERF Desktop App
      • Features
      • Log in
        • Client Updates
      • User Interface
        • Left Panel
          • Document Tree
            • Document Tree Icons
            • Document Tree Toolbar
          • Local Files
          • Checked Out Documents
            • Checked Out Documents Toolbar
          • Bookmarks
            • Bookmarks Toolbar
          • Saved Searches
        • Middle Panel
          • Structured Data Information Management System (SDIMS)
            • Data and Forms Icons
            • Creating an Experiment
            • Creating a Sample
            • View SDIMS Card
          • Controlled Documents Pane
          • Notebook Viewer
          • File Viewer
            • File Viewer Toolbar
          • Inbox – Email
        • Right Panel
        • Main Menu
        • User Preferences
          • Options – General
          • Options – Notebook
          • Options – Applications
          • Options – Logging
        • CERF Toolbars
        • CERF Hot Keys
      • File Cabinets
        • Folders
      • Notebooks
        • Sections/Pages
          • Page Toolbar
          • Page Numbering
          • View Notebook Resources
            • Notebook View Management
        • Entries
          • Entry Toolbar
          • Captions
          • Entry Types
            • Plain Text (txt)
            • CERF Text (html)
            • Structured Data
            • Audio Recording
            • CERF Resource
            • Entry from Template
            • File (Entry Type)
            • Images
              • Annotate Images
                • Image Annotation Toolbar
                • Tags and Links
              • Resize Notebook Image Entries
              • Edit Images
            • Free-hand Drawing
            • Mind-map
            • Placeholders
            • Placeholders for Controlled Documents
            • Tables
              • Creating and using a Table Entry
              • Table Entry Toolbar
              • Insert Functions
                • Controlled Vocabulary
                • Actions
                • CERF Resource
              • Table Functions/Calculations
            • Word or Excel
            • Custom Default Notebook Entries
        • Notebook Collections
        • Templates
          • Creating a Template
          • Using a Template
          • Template Management on the web client
        • Compliance
          • Deletion in Flexible Notebooks
      • Data Management
        • Submitting Data
          • Supported File Types
          • Collections
            • Show/Hide Collections
            • Sorting Collections
        • Editing
          • Activity States
            • Finalize Resource
            • Inactivating, Archiving, Deleting
            • Strike Out Entry
            • Close Collection
          • Check Out & Edit
            • Log Out While Resource is Checked Out
              • Working Offline
          • Check In Resource
            • Full Check In
          • Renaming Resources
        • Copying
          • Paste Resource
          • Cut and Paste (Move)
          • Quick Paste
        • Version Control
          • Edit Status
          • Replace with New Version
        • Metadata
          • Edit Metadata Inline
          • CERF built-in Controlled Vocabularies (“semantic Types”)
            • Managing User-Created Vocabularies
        • Relations and Annotations
          • Resource Links
            • URL Links
            • Database Crossreferences
            • Network File Links
          • Notes & Tags
            • Advanced Tagging
            • Star Ratings
            • Notes
        • Printing
          • Official Printed Copy
          • Print PDF to Word
          • Tips for Printing Spreadsheets
        • Visibility
      • Access Control
        • Access Roles
        • Workgroups
          • Creating a Workgroup
          • Managing Workgroups
          • Manage Capabilities
            • Grant/Manage Capabilities
        • Domains
        • Resource Access
        • Controlled Documents
          • Initiating
            • Controlled Document Expiration
          • Managing Controlled Documents
          • Notifications
          • Marking
          • Filtering
          • Using
          • Updating
      • Digital Signatures
        • Requirements
          • Signature Workflow
          • Print before Signing
          • View before Signing
        • Signing
          • Cosigning
            • Signer Adds New Signature Groups
            • View before Cosigning
          • Mulitiple Contributors
          • Signing in Multiple Contexts
        • Cancel Signing
        • Reporting
          • Signature Notifications
        • Digital Signature Image
      • Notifications
        • Notifications Toolbar
        • Send Notification
        • View Notifications
      • Search
        • Full Text Search
        • Search Parameters
        • Working with Results
        • Find Experts Search
    • CERF Web App
      • User Web Interface
      • Password Management
      • Mounted Collections
      • Workgroups
      • Signature Groups
      • Domains
      • Templates
      • Web Search
        • Web Search Results
    • CERF Automaton
      • Configure a Job
      • Multiple Jobs
      • Errors
    • CERF Exporter
    • iCERF for iPad
    • Glossary
    • User FAQ
    • Conventions

User Manual

CERF 6.0 Documentation

Go to CERF 5.3 Documentation

Sections in this Topic

CERF Desktop App

  • Features
  • Log in
  • User Interface
  • File Cabinets
  • Notebooks
  • Data Management
  • Access Control
  • Digital Signatures
  • Notifications
  • Search

CERF Web App

CERF Automaton

CERF Exporter

Glossary

User FAQ


CERF Desktop App >

Last modified: December 1, 2025 at 11:48 am by Lab-Ally LLC