Projects - Web Based Experience

If a user starts a project involving someone outside their account, the participant that hasn't installed the PortalsXpress application will be sent an email requesting that they click on a link and login.

Once the login is complete the inbox, tasks, related documents and their profile will be displayed. The web based interface or Private Client Site allows any member of a PortalsXpress account to remotely manage documents or complete assigned tasks.

Inbox
Once the outside user clicks on the link in the email and logs in to the PortalsXpress website, they will be directed to the Inbox. Their tasks will be listed there. They will be able to see the task description, who the task is from, what project it relates to, their name as contact as well as any related items that they may need to be able to work on the task.

The outside user will double-click on the task to see the detail of the project.

The outside user can either access the related items by putting the mouse over the document and doing a right mouse click or by clicking on edit item or view item when they are in the details screen. If they use the right mouse click, they will need to save the document to their hard drive. If they click on "Edit Item" in the project details, they will be asked to check out the document. When the outside user checks out the document, they will be asked to save the item to their hard drive. They will need to check in the document after they have made their changes.

Documents
The documents tab will list all documents to which the outside user has access.

Profile
The outside user can access their contact information through the Profile tab. They can change their information and submit the changes by using the form.

Logout
To logout of the session, the outside user just needs to click on the logout tab.