Messenger Users Guide

imageIntroduction
spacer image imageWelcome to Messenger
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageInstant Messaging and In/Out Board
spacer image imagePreferences
imageMessenger Interface
spacer image imageCut, Copy, Paste
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing Messenger
spacer image imageLogging Into Messenger
spacer image imagee-Mail Integration
spacer image imageQuickSend/QuickChat
spacer image imageChat Session
spacer image imageUndeliverable Message
spacer image imageUpdate Your Status
spacer image imageView Your Friends' Status
spacer image imageManage Folders
spacer image imageMember Profile
spacer image imageFind Messages
spacer image imageMessenger Settings
spacer image imageMessage Notification Preferences
spacer image imageManage Buddies
spacer image imageMessage Signature Option
spacer image imageGeneral User Preferences
imageMessenger Tabs
spacer image imageMessages Tab
spacer image imageRead Tab
spacer image imageSend Tab
spacer image imageBuddies Tab
spacer imagespacer image imageBuddies Tab
spacer imagespacer image imageAliases List
spacer imagespacer image imageIn/Out Board
spacer imagespacer image imageMember's Status
spacer image imagePersonal Assistant
imagePermissions
spacer image imageOverview of Permissions
spacer image imageEstablishing Permissions
spacer image imageNotification of Permissions
spacer image imageResponding to a Permissions Request
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling
spacer image imageUninstalling
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
image
spacer image imageIntegration with Contact Manager
spacer image imageIntegration with Document Manager
spacer image imageIntegration with WorkFlow Manager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Messenger Tabs - Send Tab

The Send tab allows you to send a message to an individual or an alias group.

To send a message:

  • At the "To" field, type or select from the drop-down list the name of the individual or e-mail address to whom you wish to send a message.
  • At the "Subject" field, enter the subject of your message. PortalsXpress Messenger requires input in this field; it is proper etiquette for correspondence.
  • At the message input area, enter your message.
  • Click on the Send toolbar icon.
To cancel the message:
  • Click on the Clear toolbar icon.
  • To attach a file(s) to your message:
  • Click on the Attachments toolbar icon.


Attaching a file to your message is easy to do. After clicking on the Attachments button, a common Windows dialog box will appear on your screen. At the "Look in" field, select the path (drive and folder) in which your file is located. You may click on the "Look in" field arrow to move up one level or to view the hierarchy of folders on your computer. In the large viewing area of the dialog, click to select the file that you wish to attach to your message. The name of your selected file will be displayed in the "File name" field. Click the Open button to attach the file to your message.

You can also use the copy-as-shared feature from a contact's digital file or project files and then paste the item into Messenger's Send panel. Alternatively, you can also drag-n-drop either a digital item or a project from a contact's digital file or a project's related items into Messenger's Send panel. The drop or paste will insert a hyperlink into Messenger's Send panel text. When received, this link can be clicked on and it will open the digital item or project's details.

After you have attached the file in one of the above ways, notice that the PortalsXpress Messenger Send tab now displays your file name below your message and that the Attachments button is highlighted. Simply click the Send button to send both your message and attachment.

Contacts Name List
The names that you see listed in the "To" field are the contact names of individual PortalsXpress members, after both you and they have granted contact permission. To grant another individual contact permission, access the "Messenger" pull-down menu, select "Settings" then click on the "Manage Contacts" button. This will take you to your PortalsXpress website where you can view and edit your "Contacts" and "No Contacts" lists.

An additional way to add names to this list is to import individual names from the Address Book of your current e-mail program. This method also serves to automatically place these members on your approved correspondence Contacts list. It is a quick process for you and requires no effort on their part. Refer to your account at the www.portalsxpress.com website for step by step instructions.

The contact names that you see listed in the "To" field are an alphabetical listing of any Aliases groups that you have created, followed by the individual member names.

Smart Complete in the "To" field
PortalsXpress uses "Smart Complete" to complete the member name that you are typing in the "To" fields. For example, if "john" and "jeremy" are listings on your drop-down list then by typing "jo", PortalsXpress automatically completes the field with "john" and by typing "je", PortalsXpress automatically completes the field with "jeremy".