PortalManager Users Guide

Introduction - ShareVantage

ShareVantage improves the efficiency of your organization and allows you to better serve your clients. With ShareVantage, you eliminate the need to purchase several disparate applications.

• Share files securely regardless of location
• Share documents using powerful sharing tools that eliminate document revision control problems
• Check-out documents for offline editing
• Index documents for fast search
• Image documents to reduce storage space and costs
• Send secure instant messages to team members
• Manage team whereabouts using an electronic in/out board
• Manage and share contact lists across the organization
• Manage and share documents by contacts
• Utilize powerful client relationship management solutions
• Exchange documents securely with contacts using private websites
• Automate recurring workflow processes
• Send personalized emails
• Monitor task assignments
• Manage team projects
• Much more