Document Manager Users Guide

imageIntroduction
spacer image imageWelcome to DocumentManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageAdding a New File
spacer image imageDocument Check-Out
spacer image imageApplication Integration
imageDocumentManager Interface
spacer image imageDocumentManager 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 DocumentManager
spacer image imageOrganizing Files
spacer image imageData File Templates
spacer image imagePrinting to DocumentManager
spacer image imageScanning to DocumentManager
spacer image imagePost-Scan Editor for Scanned Documents
spacer image imageUndo/Redo Commands
spacer image imageDocument Indexing
imageDocument Check-Out
spacer image imageNow Checked Out
spacer image imageWorking with Documents Offline
spacer image imageAuto Check-Out
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageSecurity
spacer image imageSecurity
spacer image imageAccess Log
spacer image imageManage Users
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 imageMessenger
spacer image imageContactManager
spacer image imageWorkflowManager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Introduction - PortalsXpress

PortalsXpress improves the efficiency of your organization and allows you to better serve your clients. With PortalsXpress, you eliminate the need to purchase several disparate applications.
  • Share files securely regardless of location
  • Share documents using powerful sharing tools that eliminate document revision control problems
  • Check-out documents for offline editing
  • Index documents for fast search
  • Image documents to reduce storage space and costs
  • Send secure instant messages to team members
  • Manage team whereabouts using an electronic in/out board
  • Manage and share contact lists across the organization
  • Manage and share documents by contacts
  • Utilize powerful client relationship management solutions
  • Exchange documents securely with contacts using private websites
  • Automate recurring workflow processes
  • Send personalized emails
  • Monitor task assignments
  • Manage team projects
  • Much more