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 - Now Checked Out Dialog

The "Now Checked Out" dialog provides you with a quick, easy way to manage the digital items that are currently locked for your exclusive editing. Using iKE, you check out a digital item simply by double-clicking it. Once checked out, no one but you can make changes to the digital item.

Double-clicked digital items are listed in the "Now Checked Out" dialog. Once you've finished your editing, click the green checkmark next to the item. iKE will update the digital item in the digital file and then release your edit lock.

If you double-click on a digital item that someone else is editing, iKE will notify you who has the item checked out. You can then view a read-only version of the digital item, but you will not be able to save any changes to that item. And since someone else has checked out the item, it will not be added to your "Now Checked Out" dialog.

If you check out a digital item and haven't made any changes to that item (or if you'd like to discard the changes you've made), click the red X next to the item and iKE will release your edit lock. Other users (that have access) can then check out the item for editing.

To see whether a digital item is edit-locked by another user, you can right-click on the item and select the Properties menu item. The item's status is listed at the top of the Properties dialog.

Open Read-only

The "Open Read-only" feature (accessible from a digital item's right-click menu) lets you open an item in read-only mode. This is a quick and easy way to view a digital item you don't intend to modify. When an item is opened this way, the "Now Checked Out" dialog is not used.

Editing digital items while offline

Let's say that you've got a plane trip coming up and you've got some documents you need to update in transit. Just check out each of the digital items you need to bring with you (by double-clicking on them). While they're listed in the "Now Checked Out" dialog, they're available for editing whether you're connected to the Internet or not! And when you return from your trip, you can check those updated documents back in.