Contact Manager Users Guide

imageIntroduction
spacer image imageWelcome to ContactManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageAdding a New Contact
imageContactManager Interface
spacer image imageContactManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing ContactManager
spacer image imageAdd New Contacts
spacer image imageAccount Executive
spacer image imageImport Client Database
spacer image imageSynchronize Client Database
spacer image imageOutlook Integration Setup
spacer image imageSearch Contacts
spacer image imageReport Generator
spacer image imageCopy As Link
imageDigital File
spacer image imageDigital File - Overview
spacer image imagePrivate Client Site
spacer image imageClient Login to Private Client Site
spacer image imagePreview Private Client Site
spacer image imageContact Notes
spacer image imageData File Templates
spacer image imageHTML Forms
spacer image imageNow Checked Out Dialog
spacer image imageOrganizing The Digital File
spacer image imagePrinting From the Digital File
spacer image imagePrinting to the Digital File
spacer image imageSaving Items To the Digital File
spacer image imageSaving Lots of Items to the Digital File
spacer image imageScanning To the Digital File
spacer image imagePost Scan Editor
spacer image imageSending an Email
spacer image imageSticky Labels
spacer image imageUndo/Redo Commands
spacer image imageIndexing documents in the Digital File
spacer image imageStarting Projects
spacer image imageFolder Sync
spacer image imageAutomating PDF Printing
spacer image imageAuto-Router
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageEmail Blaster
spacer image imageIntroduction
spacer image imageSending Email Blasts
spacer image imageEmail Marketing
spacer image imageRestrictions
imagePersonal Assistants
imageSecurity
spacer image imageSecurity
spacer image imageAccess Log
spacer image imageOverview of Data Encryption
spacer image imageCreate Encryption Keys
spacer image imageRemastering Encryption Keys
spacer image imageCopying Encryption Keys
spacer image imageUsing Encryption Keys
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling PortalsXpress
spacer image imageUninstalling PortalsXpress
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
imagePortalsXpress Integration
spacer image imageIntegration with Messenger
spacer image imageIntegration with Document Manager
spacer image imageIntegration with WorkFlow Manager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Padlocks - Applying, Editing, and Removing Padlocks

Applying Padlocks
After you have created the padlock, apply the padlock to a folder using the Padlock toolbar button drop-down list:

  • Highlight the folder to which you want to apply the padlock.
  • Click on the down arrow to the right of the Padlock toolbar button (drop-down list), and select the padlock you wish to apply.
Time-saver tip! The padlock last selected from the drop-down list is stored as the "default" padlock in the Padlock toolbar button (along with its associated permissions). Therefore, if you need to apply more than one of the same padlock to different folders, simply click the Padlock toolbar button and the "default" padlock will be applied to the each folder you select.

Removing Padlocks
To remove all padlocks from a folder, do the following:
  • Click to select the folder, then place your mouse over the padlock displayed in the "Security" column.
  • Right-click and select "Remove All Padlocks" from the right-click menu.


Editing Padlocks
Using the Edit Padlock screen you can:
  • Add a new padlock to the list by clicking on the "New Padlock" toolbar button.
  • Add keys to a padlock by clicking on the "New Key" toolbar button.
  • Assign permission levels to the padlocks and keys by checking or unchecking the permission level checkboxes.
  • Assign individual or group contacts to keys by clicking on either the "Add Contact" or "Add Department/Group" toolbar button.
  • Add color coding to the padlocks by clicking on the "Select Padlock Color" toolbar button.
  • Filter the padlock display to include all padlocks or only your padlocks by using the display filter drop-down list.


You can choose who to add to a padlock with the use of the toolbar buttons listed above the list of padlocks. To apply who to add to the padlock, highlight the padlock key.
  • Add a specific person by clicking on the Add Contact toolbar button.
  • Add a department or group by clicking on the Add Department/Group toolbar button.
  • Add everyone by clicking on the Add Everyone toolbar button.


If you want to have different permissions for different contacts, departments, groups or everyone, you will need to set up different keys for the different groups of permissions. To add another key to a padlock, click on the padlock and click on the New Key toolbar button. Choose the permissions that you want for that key.

To access the Edit Padlock screen from the Digital File Tab, click on the down arrow to the right of the "Padlock" toolbar button.