Using WorkflowManager - Saving or Adding Related Items

General Information
The Documents/Related Items screen allows you to establish files that are related to a project or template.

The Print to Digital File feature allows you to print/save a document or report directly to a project's related items (digital file) from within any software application. The document is converted to a .PDF file format and securely stored with the project. A simple click of an insert button or a drag and drop allows you to add items to a project.

Any type of form or file may be stored with a project as a related item. Saving the file to the project's related item establishes the file as a digital item of the project and makes the form readily available from within the project.

To print/save a document as a project's related item:
For purposes of this topic we will use a Notepad file (a text file application on every Windows PC).

• Access the project's details screen.
• Open Notepad (a text file application on every Windows PC). From the Start menu, select Programs, then Accessories, and then Notepad. This will create a new Notepad file.
• Enter information in the new Notepad file.
• From the File menu, select Print and choose PortalsXpress Digital File from the Select Printer location in the Print dialog and then click the Print button.
• Verify that the Project radio button is selected and that your specific project is displayed in the Select Print/Scan Destination dialog then click OK.
• Return to the Project Details screen that is minimized on your task bar and click on the Documents/Related Items tab.
• The document is stored in the specific project's related items (digital file) as a .PDF file with today's date as the title.
• Rename the .PDF file by right-clicking on the newly created file.

• Return to the Project Details screen that is minimized on your task bar and click on the Documents/Related Items tab.
• Click on the Insert Digital Item toolbar icon,select an item of your choice from the list provided and click the OK button to return to the Related Items screen
• Alternatively you can drag and drop the item of your choice from an open Windows Explorer directory into the project's Related Items.