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

Using DocumentManager - Navigation

Terminology:

Click - Move the cursor to the desired location then press and release the left mouse button.

Double-Click - Move the cursor to the desired location, then press and release the left mouse button twice in quick succession.

Right-Click - Move the cursor to the desired location and press and release the right mouse button.

Select - Move the cursor to the desired location and press and release the left mouse button. Alternatively, you may use the Tab key to move to the desired item, then press the Enter key.

Navigation and data entry in the dialog screens In general, while using screens and dialogs, use the Tab Key to advance to the next field. Use Shift-Tab to traverse backwards between fields of a dialog.

Right-click Menus A right-click menu is available in the screens throughout DocumentManager. While the menu selections vary per screen, they provide ease in navigation and data input.

Selecting multiple items or a block of items on a list. To select multiple items on a list, hold down the Ctrl key and click to select the items.

To select a block of items, hold down the Shift key, click on the first item then click the last item in the block or use the Down arrow key to select the block of items.

Navigating Between the Different Components of PortalsXpress

To navigate between the different components of PortalsXpress, click on the respective tabs along the bottom of the screen. For example, if while in Messenger you need to enter the DocumentManager skillset, then click on the tab labeled DocumentManager