Contact Manager Users Guide

imageIntroduction
spacer image imageWelcome to ContactManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageAdding a New Contact
imageContactManager Interface
spacer image imageContactManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing ContactManager
spacer image imageAdd New Contacts
spacer image imageAccount Executive
spacer image imageImport Client Database
spacer image imageSynchronize Client Database
spacer image imageOutlook Integration Setup
spacer image imageSearch Contacts
spacer image imageReport Generator
spacer image imageCopy As Link
imageDigital File
spacer image imageDigital File - Overview
spacer image imagePrivate Client Site
spacer image imageClient Login to Private Client Site
spacer image imagePreview Private Client Site
spacer image imageContact Notes
spacer image imageData File Templates
spacer image imageHTML Forms
spacer image imageNow Checked Out Dialog
spacer image imageOrganizing The Digital File
spacer image imagePrinting From the Digital File
spacer image imagePrinting to the Digital File
spacer image imageSaving Items To the Digital File
spacer image imageSaving Lots of Items to the Digital File
spacer image imageScanning To the Digital File
spacer image imagePost Scan Editor
spacer image imageSending an Email
spacer image imageSticky Labels
spacer image imageUndo/Redo Commands
spacer image imageIndexing documents in the Digital File
spacer image imageStarting Projects
spacer image imageFolder Sync
spacer image imageAutomating PDF Printing
spacer image imageAuto-Router
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageEmail Blaster
spacer image imageIntroduction
spacer image imageSending Email Blasts
spacer image imageEmail Marketing
spacer image imageRestrictions
imagePersonal Assistants
imageSecurity
spacer image imageSecurity
spacer image imageAccess Log
spacer image imageOverview of Data Encryption
spacer image imageCreate Encryption Keys
spacer image imageRemastering Encryption Keys
spacer image imageCopying Encryption Keys
spacer image imageUsing Encryption Keys
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling PortalsXpress
spacer image imageUninstalling PortalsXpress
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
imagePortalsXpress Integration
spacer image imageIntegration with Messenger
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

Digital File - Folder Sync

General Information
FolderSync lets you synchronize a local folder with a specified Digital Folder in a contact's Digital File. Once you have linked the two folders, the FolderSync process will launch at the time of day you've specified.

At the specified launch time, FolderSync will identify any files that have been added to or changed in the local folder since the previous sync. If it finds any, those files will be imported into the corresponding Digital Folder. For the initial launch of FolderSync, ALL files in the specified local folders will be imported.

You can optionally have an email notification sent to specific contacts when their Digital Folders are synchronized.

If PortalsXpress application is not running at the specified launch time, the process will be attempted the following day.

You cannot synchronize two Digital Folders with the same local folder.

Steps to Synchronize a Folder
To synchronize a local folder and a Digital Folder, do the following:

  • From your contact's Digital File, right-click on the Digital Folder you want to synchronize and select "Folder Properties" from the pop-up menu. This will display the "Folder Properties" dialog.
  • Specify the time of day you want to launch the daily synchronization.
  • Click on the "Browse..." button to select the local folder you want to synchronize.
  • To have an email notification sent to the contact when the Digital Folder is synchronized with new files, place a check in the checkbox labeled "Notify this contact..." Next, select the Email Blaster template to use. Email Blaster templates can be created by clicking on the "Email Blaster" link on the "GettingStarted" tab.
  • Click on the "OK" button to save your changes.

Options
  • The "Sync sub-folders" option synchronizes the local folder's sub-folders (and their sub-folders) as well.
  • The "Sync Adds only" option will always create a new digital item for the files that need to by synchronized.
  • The "Sync Adds & Replaces" option will create a new digital item if the file has never been synchronized before, and replace the digital item if it has been synchronized before.
  • The "Sync Adds, Replaces, Deletes" option will behave the same way as the above option, but will delete a digital items whose corresponding local files have been deleted.

To discontinue synchronization of a local folder and a Digital Folder, do the following:

  • From your contact's Digital File, right-click on the Digital Folder and select "Folder Properties" from the pop-up menu. This will display the "Folder Properties" dialog.
  • Click on the "Clear" button.
  • Click on the "OK" button to save your changes.