Personal Assistants

PortalsXpress provides a personal assistant service that allows you to select a workflow assistant from a menu list of industry specific and general administrative topics. Assistants are easy to use tools that ask you questions related to your workflow process, collect that data and then automatically create a workflow project for you.

Using a PortalsXpress Personal Assistant you can:

Securely share documents
Access advanced PortalsXpress document management features
Establish a paperless environment for your office or home
Initiate client services deliver project materials
Collaborate with clients, co-workers, or family members
Automatically delegate work assignments and monitor the progress
Automatically remind participants of upcoming due dates via email or text messaging

To use a Personal Assistant do the following:

Click on the "Start Assistant" toolbar icon
Select the assistant of your choice from the Personal Assistant menu list
Enter the required information in the screens and click Finish to have the assistant automatically create your workflow project.

The Next and Back buttons allow you to move through the different screens of the assistant. Refer to the Context-sensitive (What's This?) help to learn about a specific screen or data input field.

If you like the personal assistant that you are working with and think a friend can get some use from the assistant, you can click on the link Tell a Friend about this Assistant while you are on the first screen that lists the assistants and send an email to your friend.

You can also add users to your account by clicking on the link Add User(s) to this PortalsXpress Account. You can add a user who is within your organization or someone that is outside your organization. Once you click on this link, you will have to check a box to indicate what type of user you want to add. The items that the new user will be able to access are listed next to the selections. A project will be started for the contact after you make your selections that will send them an email. They can then access their task and subsequently install the software through their internet browser by clicking the link in the email. Because usage is based on storage and not number of users, you may add as many users as you want.

Contact Manager Users Guide