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Package | Pricing | Plugins & Add-ons

Document Manager Users Guide

Welcome to DocumentManager

About PortalsXpress

Getting Started

Adding a New File

Document Check-Out

Application Integration

DocumentManager Interface

DocumentManager Display

Cut, Copy, Paste, Copy as Shared

Using DocumentManager

Organizing Files

Data File Templates

Printing to DocumentManager

Scanning to DocumentManager

Post-Scan Editor for Scanned Documents

Undo/Redo Commands

Document Indexing

Document Check-Out

Now Checked Out

Working with Documents Offline

Overview of Padlocks

Applying, Editing, and Removing Padlocks

Establishing Padlock Permissions

System Requirements

Installing PortalsXpress

Uninstalling PortalsXpress

Creating a Password

Change your Password

Get More Storage

Enabling Document Indexing

PortalsXpress Integration

WorkflowManager

Customer Service

Context Sensitive Help

Glossary of Terms

Integration - Interaction with Messenger

Messenger is a skillset of PortalsXpress and packaged with the Document Edition that includes DocumentManager and Messenger. Messenger is a contact permissions-based Internet instant e-mail messaging solution.