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 - Saving Lots of Items to the Digital File

Need to share hundreds (or even thousands) of files with a client? No problem! PortalsXpress includes ZIP file support, which means you can upload & download folders filled with files or entire folder hierarchies as simply and easily as you can share one file.

Here's how (using Windows 7):
  1. Open Windows Explorer;
    right-click on your Windows Start menu icon and pick "Explore"
  2. Navigate to the folder containing the content you want to upload;
  3. Select the files and/or folders you want to zip.
    If you want to zip all the files in a location, you can use the keyboard command Ctrl+A (hold down the "Ctrl" key and the "A" button simultaneously).;
  4. Right-click on the selected items & pick "Send to", then choose "Compressed (zipped) folder";
  5. Upload the ZIP folder into PortalsXpress;
    see managing portals and saving to digital file for more details
  6. Let your client know the ZIP folder's ready;
    Click the "Email" toolbar button in PortalsXpress, enter a subject and click "Send"!

That's it! When your client logs in, they'll be able to download the ZIP folder as easily as downloading any document from their portal. Here are some screenshots of what their experience looks like (hover over each of these with your mouse to see them expanded):


1. select

2. save

3. close

4. double-click

5. view files

Note that both Mac OS X and Linux have similar features for creating ZIP folders. Once created, using ZIP Folders with PortalsXpress is the same as it is with Windows 7.