Business Improvement Software - Client Portals, Paperless Office, Email Blasts, and Process Automation HOME | LOGIN
Home Sales

Resource Manager Users Guide

Integration - Interaction with ContactManager

ContactManager is a skillset of ShareVantage and is a solution designed to help you manage your contacts using powerful contact management solutions.

Using the Share toolbar button (i.e., Copy as Shared) in DocumentManager, you can insert documents into a folder of a contact's digital file that points directly to the original document. This allows you to modify a single document from either the contact's digital file or DocumentManager, and eliminates document revision control problems.

For more information, visit us at PortalsXpress.com or call PortalsXpress at 855 PORT-XPS (855.767.8977)