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Adding contacts to the CRM

To add a new contact to your customer database: Click the Create button in the upper left corner and select one of two options: Person or Company. Fill in the obligatory fields: First Name and Last Name for persons, Company Name for... Read More

Using the PDF Editor

1.Erase After your scan comes in, you can make edits to the page: crop and straighten it, remove stray marks and background noise, and erase or even redact (black out) parts of the text. To use these features:1. Open the scan in the Edit view2.... Read More

Performing a File Search

If you navigate to FileCenter’s Search tab, the first thing that you’ll see is an option to select the Engine. Select Windows File Search. Now you can provide any of the following search parameters (all are optional):File Name. Provide... Read More

Searching within a Cabinet

While it’s possible to search entire cabinets, you’ll also find it useful to limit your search to a specific drawer or folder:1. Select the drawer/folder you want to search2. Click the Search button above the list of files3. Choose... Read More

How to Release a Spam Message

Click the Release link next to the message you would like to release. The Web browser will be redirected to the Email Security Quarantine page. Once the message has been released, a green success pop-up window will appear on your screen. (Note... Read More

Creating/Editing a Signature

1.Open a new email message. 2.Select Signature > Signatures from the Message menu.Depending on the size of your Outlook window and whether you're composing a new email message or a reply or forward, the Message menu and the Signature... Read More

Manage files

To quickly find the necessary file by name, use the Search field on the top. To sort items in the file list, Tap the  icon in the upper right corner, Tap the arrow next to the Sort by menu item and select the necessary sorting criterion:... Read More

File Search

  File searching only concerns itself with looking for files and/or folders that contain a certain word in their name, or perhaps fall within a certain date range. Content searching on the other hand, will do everything that file searching does,... Read More

FileCenter Interface

The Manage tab is where you’ll organize your files. Think of it as Windows Explorer, only better.    You can open files, delete files, rename files, copy files, move files, etc.; but mostly, you will browse, organize, and manage your files ... Read More

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