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Content Manager (CM) is an enterprise-wide tool that is available to all King County employees. Getting started in Content Manager is now easier than ever. If you're a new user, follow these steps to get started.
If you are not sure what Content Manager is or what it's used for, start by reviewing the Content Manager Overview (PDF).1 Verify Access 
Verify whether you have access to Content Manager by reviewing either the PDF Job Aid or the 1.5-Minute Demo about how to open Content Manager. Note that connection to VPN is required if you are working remotely. The above PDF guide includes all possible issues encountered when trying to log in.
2 Take Training
Training on how to use Content Manager is provided in different formats. Choose the option(s) that best meets your learning needs.
Online Interactive Courses - each course is 30 minutes long and can be retaken as needed; courses are self-guided and do not contain audio
Short recorded demos - each demo is up to 5 minutes in length; demos have both audio and subtitles
Printable/downloadable job aids - most job aids are short (1-2 pages); also includes some longer user manuals; all in PDF format
3 Start Using Content Manager
Each county agency has access to different record categories as defined on their retention schedule. Select Browse by Category on the Search tab to view which categories you have access to. You can also click on a category to see which records have already been filed there and see what naming conventions and folder structure your coworkers have been using.
All county employees (with few exceptions) have access to the General Office Communications category, which is used for a large amount of emails in King County (especially those that are not transitory and that do not have more specific retention requirements). The countywide convention is to create one folder per year and file all of your general communication emails into that folder. Follow the job aid for How to Create a Digital Folder (PDF) and enter the information as shown below:
Folder Title: [Last name], [First Name] - [YYYY] General Communications
(example: Doe, John - 2022 General Communications)
Category: select General Office Communications and Staff Meetings from the list of available categories.
Cutoff Date: enter 12/31 of that year.
(example: for 2022 general communications, enter 12/31/2022).
Most county employees have emails that are general communications and they can be filed to Content Manager as soon as the issue in question is resolved and they are no longer needed. Follow the job aid for How to File Emails from Outlook (PDF) to file some emails into the folder you just created.
If you are unsure what to file, refer to the General Communications description from your retention schedule. You can also use this guide to help determine what should or should not be filed.
