Business Improvement Software - Client Portals, Paperless Office, Email Blasts, and Process Automation

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PortalManager Users Guide

Welcome to PortalManager

PortalManager Interface

Adding, Editing, and Deleting Contacts

Managing a Portal

Introduction - Welcome to Client Portals

PortalManager allows you to manage documents between you and your clients. You can post documents to a Private Client Site where your clients can view them and add files of their own. When a client edits a document or adds a document, you will be notified via email.

With PortalManager, you can also :

Email your clients
Preview your clients' portal experience
Share the same document with multiple clients
Print documents from any application directly to PDF files in a client's Private Client Site

For more information, call 1-800-288-9169

The ShareVantage is a leader in virtual office solutions for businesses that want to go paperless and connect workers regardless of location for secure online sharing and process automation. The ShareVantage features an integrated suite of powerful business applications, including document management, document sharing, contact management, private client sites, and workflow automation. Remote access technologies feature file encryption, full-text indexing, document imaging, instant messaging, electronic in/out board, personalized emails, and more. The ShareVantage is the right solution for your entire organization, departments, and teams - just about anyone that wants to build a paperless office. Get The ShareVantage today and start working together in minutes.

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