Digital File - Saving To the Digital File

Saving Items to the Digital File
Once a file or document is imported into the digital file as a digital item, each time you click the Save icon, the item updates in the digital file. Once an item is stored in the digital file, anyone who has permission can access the file from any location in which the computer they are using has PortalsXpress installed. For this reason, we strongly encourage you to take advantage of storing all items to a digital file. For example, you go out of town on business and need to do some work on the John Jones file. However, your assistant also needs to do some work on that same file while you are away. Since you both have PortalsXpress installed on your computers, you can both work on items in the file, save any changes you make, and you can both see the updated items in the file at any time.

How does this work?
Anything stored in a ContactManager digital file is actually stored on the PortalsXpress secure servers. This allows you to securely access any of your client's data from any location. No longer will you have to struggle with "Where's the file?" For information on the security we have in place to guarantee the confidentiality of your client information, see Security.

Saving Items to your Computer
If you ever would like to save a copy of a contact's digital item to your local computer, you will need to use the Export feature of ContactManager. Exporting a digital item allows you to work on that item locally while a backup of the original item is still in the digital file. However, if you want the updated item saved to the contact's digital file, you must import the item back into the digital file after you are finished making your changes (thus replacing the original item). Simply saving will only save the updated copy to your local computer.

To export a digital item to a local computer hard drive, do the following:

• Select the item to export.
• Click on the export toolbar button.
• Select the location where you want the file to be saved using the "Browse for Folder" dialog box.
• A copy of the item is now saved on the local drive, while the original item remains in the digital folder until it is updated or deleted.