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

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Resource Manager Users Guide

Welcome to ResourceManager

Getting Started

Adding Departments, Groups and Resources

Sharing Resources

ResourceManager Interface

Cut, Copy, Paste, Copy as Shared

Tree Control Department

Tree Control Resource

Using ResourceManager

Office Wide Groups

Inbox - Department/Group

Inbox - Resource

Contact Info - Department/Group

Contact Info - Resource

System Requirements

Installing ShareVantage

Uninstalling ShareVantage

Creating a Password

Change your Password

Get More Storage

ShareVantage Integration

WorkflowManager

DocumentManager

Customer Service

Context Sensitive Help

Glossary of Terms

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, 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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