Using DocumentManager - Navigation

Terminology:

Click - Move the cursor to the desired location then press and release the left mouse button.

Double-Click - Move the cursor to the desired location, then press and release the left mouse button twice in quick succession.

Right-Click - Move the cursor to the desired location and press and release the right mouse button.

Select - Move the cursor to the desired location and press and release the left mouse button. Alternatively, you may use the Tab key to move to the desired item, then press the Enter key.

Navigation and data entry in the dialog screens In general, while using screens and dialogs, use the Tab Key to advance to the next field. Use Shift-Tab to traverse backwards between fields of a dialog.

Right-click Menus A right-click menu is available in the screens throughout DocumentManager. While the menu selections vary per screen, they provide ease in navigation and data input.

Selecting multiple items or a block of items on a list. To select multiple items on a list, hold down the Ctrl key and click to select the items.

To select a block of items, hold down the Shift key, click on the first item then click the last item in the block or use the Down arrow key to select the block of items.

Navigating Between the Different Components of PortalsXpress

To navigate between the different components of PortalsXpress, click on the respective tabs along the bottom of the screen. For example, if while in Messenger you need to enter the DocumentManager skillset, then click on the tab labeled DocumentManager