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

Email Blaster - Introduction

Welcome to Email Blaster. Email Blaster allows you to send bulk emails to contacts you manage through Contact Manager.

Email Blaster allows you to:
  • store email templates for use by you or any authorized user on your TSV account;
  • send plain text emails or HTML emails;
  • capture emails to recipient's digital file
  • personalize emails with your firm's banner
  • preview email deliveries before they are sent;
  • send emails with attachments (stored in Document Manager);
  • send up to 1,000 emails per month (other Price Plan subscriptions are available);
  • easily manage email delivery status through Distribution Reports.

Getting Started
You can access Email Blaster from the Getting Started tab in PortalsXpress. Simply Click on Email Blaster and you will immediately be directed to the Email Blaster page where you can begin preparing for your email blast. You will notice that the page is divided into two sections; the top section is where your email templates are stored and the bottom section is the actual email that you will prepare and send.

Email Blaster can also be accessed by activating the ContactManager tab, then picking "Email Blaster" from the top of the "ContactManager" menu.