Integration - Interaction with ContactManager

ContactManager is a skillset of PortalsXpress and is a solution designed to help you manage your contacts using powerful contact management solutions.

Using the Share toolbar button (i.e., Copy as Shared) in DocumentManager, you can insert documents into a folder of a contact's digital file that points directly to the original document. This allows you to modify a single document from either the contact's digital file or DocumentManager, and eliminates document revision control problems.