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

Installation - Change Your Password

It is good policy to periodically change your password. To complete a password change, simply select the Password selection from the edit drop down menu.

A form will appear prompting for an old password and a new password. Complete this information and click OK. Your password will be updated.

If PortalsXpress is installed in multiple locations the password will need to be updated on all other installations. Just open the remote installation and return to the Password selection on the edit menu. Enter the new password and click OK to update.

The "Remember my Password" option tells PortalsXpress to store your password on your computer's hard drive. If your computer is secure (i.e., you have a secure Windows username / password, your computer is in a secure location like an office, etc.), having PortalsXpress remember your password is a good idea because it saves time. However, if you have any concerns about someone gaining unauthorized access to your computer (for example, if you've installed PortalsXpress on a notebook computer and you carry that notebook to the airport or a coffee shop), consider unchecking this option. When this option is unchecked, you'll be prompted to enter your password every time you start PortalsXpress or after your computer has hibernated.