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 - Post Scan Editor

Editing Scanned Documents
PortalsXpress allows a user to edit a document as it is scanned into a digital file. Any scanned item can be cropped, rotated and even additional pages can be scanned in to the file. Once the scanning process is complete the PortalsXpress Post-Scan Editor will appear

Zoom
The zoom button allows a user to enlarge a selected selection of the image. This is convenient when a specific area needs to be edited.

Crop
The crop button allows a user to select a selection of the scanned document and trim off any unwanted areas.

Rotate
The Post-Scan Editor will allow an image to be rotated 90 degrees in either direction. To rotate the image, just click the Rotate Left or Rotate Right buttons.

Scan 2nd Side
When adding two sided documents to the PortalsXpress document management system the Scan 2nd Side button allows a user to save both sides of the document to a single file. After scanning the first side, just click Scan 2nd Side. PortalsXpress will initiate the scan and store both sides of the document in a single file.

Scan More
Many documents contain multiple pages. The Scan More button allows a user to add as many pages as needed to a document. Just click Scan More and scan all additional pages into the system. Once the scanning is complete pages can be rotated, cropped and saved into a digital file as needed.

Done
Once all scanning and editing is complete, just click Done to display Select Print/Scan Destination and save the document to a Digital File.