WorkflowManager Interface - Cut, Copy, Paste, Copy as Shared

With the Cut, Copy, Paste, Copy as Shared features, one or more items in WorkflowManager may be copied to a buffer, a temporary holding area that remains filled with the information you have saved to it, until you either copy new information to it or exit the program. This feature is available for use in WorkflowManager.

You can use the toolbar buttons, the right-click menu selections, or the shortcut keys Ctrl-X, Ctrl-C, and Ctrl-V respectively for the cut, copy, and paste functionality. For simplicity, the following discussion refers to using the toolbar buttons.

To cut or copy an item to the buffer:

Click to select the item.
Click the Cut or Copy toolbar button respectively.

To select a block of items:

Hold down the Shift key and click to select first item.
Click the last item in the block or use the Down arrow key to select a block of items.
Click on the Cut or Copy toolbar button respectively.

To paste these items to a different location:

Click to select the location of your choice.
Click the Paste toolbar button.

Use of the Cut button removes the item from the original position and places it in the buffer. Use of the Copy button leaves the item in the original position and places it in the buffer.

The Cut, Copy and Paste features are very useful if you want to move a copy of a document to other folders. For example, you may have a service agreement that that is used as an original for new documents. You could copy and paste the agreement to each folder that you have organized for different work.

Copy as Shared - Copy as shared means that selected files will be partnered and will "share" information. Changes or updates to one file will be reflected automatically in its "shared" location. For example, you could create a budget spreadsheet in Excel to share in a Finance folder. To enhance your efficiency, you place a copy of the budget document in a folder you frequently use (e.g., Remote File CabiNET~Public~Work~James), "Copy As Shared" the document, and paste it into the "Finance" folder. If you make a change to the document from either location, it will change in the "shared" location as well.

To copy an item as shared to the buffer:

Click to select that item.
Click the Share toolbar button.

You can also copy attachments from your Microsoft Outlook email applicaton, and paste them into PortalsXpress.
To do this:

Select and copy the attachment(s) from your Outlook email message.
Click to select the location of your choice within PortalsXpress.
Click The PortalsXpress's Paste toolbar button.

Workflow Manager Users Guide