Glossary of Terms

Context Sensitive Help - This allows you to click on a certain section (normally a single control) and obtain help specific to that item.

Digital File- An electronic file folder used to store contact information in the same manner as the client's paper file folder. It allows you to manage projects and related folders for a particular client or contact. You can "drill down" into a client's project information and edit/delete existing data for that contact. You can also store anything in the digital file. Examples of this are: spreadsheets, documents, tax returns, etc.

Import - This function allows you to import files from an external source.

Skillset- A tool included as part of PortalsXpress that improves your efficiency. The tools available include DocumentManager, Messenger, ContactManager, WorkflowManager, and ResourceManager.

Private Client Site - A private client site allows the user to post sensitive client information in a location where the client can access that information in a secured environment.