Document Manager Users Guide

imageIntroduction
spacer image imageWelcome to DocumentManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageAdding a New File
spacer image imageDocument Check-Out
spacer image imageApplication Integration
imageDocumentManager Interface
spacer image imageDocumentManager 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 DocumentManager
spacer image imageOrganizing Files
spacer image imageData File Templates
spacer image imagePrinting to DocumentManager
spacer image imageScanning to DocumentManager
spacer image imagePost-Scan Editor for Scanned Documents
spacer image imageUndo/Redo Commands
spacer image imageDocument Indexing
imageDocument Check-Out
spacer image imageNow Checked Out
spacer image imageWorking with Documents Offline
spacer image imageAuto Check-Out
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageSecurity
spacer image imageSecurity
spacer image imageAccess Log
spacer image imageManage Users
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 imageMessenger
spacer image imageContactManager
spacer image imageWorkflowManager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Getting Started - Document Check Out

Checking out documents for edit using PortalsXpress is easy and automatic. Simply double-click a file in DocumentManager. PortalsXpress will automatically check-out the document to prevent other users from making changes to the file and download the document from your account to your local computer for edit. By default, the "Now Checked Out" dialog will appear listing the current files that you have checked out for edit.

Any documents that you have checked-out can be modified offline. That is, it's not necessary that you have an Internet connection to your PortalsXpress account to modify the contents of checked-out documents. Simply click on the document hyperlink listed in the "Now Checked Out" dialog. If the document is already open for edit, PortalsXpress will activate the application window. If not, PortalsXpress will start the application with the selected file.

When you're done editing the file, simply click the green checkmark to check-in the document. The file will then transfer from your local computer to your PortalsXpress account. For large files, a progress meter will appear. When PortalsXpress has successfully updated the file, the check-out status is changed so that others may access the document for edit. You may also cancel a check-out for a file by clicking the red "X" button.

If you do not wish to use the Now Checked-Out dialog to control document check-out, use the "Enable 'Now Checked-Out' Dialog" selection (Note: Requires access to ContactManager via the Contact Edition). By using this election, PortalsXpress will automatically upload and check-in the modified document when you exit the application containing the document. However, we recommend that you use the "Now Checked Out" dialog to manage your files.