Glossary of Terms

Context Sensitive Help - This allows you to click on a certain section (normally a single control) and obtain help specific to that item.

Digital File- An electronic file folder used to store contact information in the same manner as the client's paper file folder. It allows you to manage projects and related folders for a particular client or contact. You can "drill down" into a client's project information and edit/delete existing data for that contact. You can also store anything in the digital file. Examples of this are: spreadsheets, documents, tax returns, etc.

Digital Item- Any file (i.e., spreadsheet, word document, graphics file, etc.) stored on your local or network drive that has been imported and stored in ContactManager.

Drag and Drop - You can click on an object (file, folder, etc.) and while clicked, you can physically drag the item to another area where you want that item placed, and then release the mouse to drop the item in the new location. You can drag and drop an item from one location to another within ContactManager, or you can drag and drop an item from Windows Explorer to inside a ContactManager folder.

Import - This function allows you to import files from an external source.

Padlocks - A security device which allows you to limit the level of access to folder.

Padlock Editor - A feature that allows you to set the levels of access to files.

Resource : Internal - A contact that works within your organization. The contact does not necessarily have to work for you, but you do want the user to have access to your PortalsXpress account.

Skillset- A tool included as part of PortalsXpress that improves your efficiency. The tools available include DocumentManager, Messenger, ContactManager, WorkflowManager, and ResourceManager.