CCH Portal. Release Notes
|
|
- Laurel Fields
- 8 years ago
- Views:
Transcription
1 CCH Portal Release Notes
2 Legal Notice Disclaimer CCH Software has made every effort to ensure the accuracy and completeness of these Release Notes. However, CCH Software, its staff and agents will not be liable for any errors or omissions and use of the software is subject to the customer s licence with CCH Software. These Release Notes should not be relied upon as a detailed specification of the system or the software. CCH Software may make changes to these Release Notes from time to time. Copyright These Release Notes may not be copied, altered, edited, disposed of or distributed without the prior consent of CCH Software. The content is confidential. Unless indicated otherwise all elements of this software production are owned by Wolters Kluwer (UK) Ltd Wolters Kluwer (UK) Limited (trading as CCH Software) Trademark Rights Microsoft, Windows, Windows NT, Windows for Workgroups, Windows 98, 2000, XP, MS-DOS, Windows Vista, Windows 7, Windows Server, Microsoft SQL Server, and Microsoft Office, are either registered trademarks or trademarks of Microsoft Corporation. Novell and NetWare are trademarks of Novell Inc. Citrix MetaFrame is a registered trademark or trademarks of Citrix Systems, Inc., All rights reserved. All other trademarks are the property of their respective owners. CCH Software 145 London Road, Kingston Upon Thames, Surrey KT2 6SR I
3 Contents Release Highlights 1 Prerequisites 1 Installing CCH Portal Software Enhancements 2 New message creation and reply windows 2 Multiple approval for documents 2 Creating messages in draft 5 Attachments uploaded to 'Shared' no longer automatically have copies saved in Document Management 7 Local copies of deleted messages retained 7 Message Templates 8 Configurable activation link expiry 10 Assignment team members can be added to Portal client team 10 notifications sent from Portals in the Irish Republic 11 Prompt to save local copy of documents when deleting messages from Portal 12 Quality Improvements 13 ITS/ Documents moved from Shared to permanent folders 13 Document upload timeout increased to 300 seconds 13 Messages and attachments appearing in incomplete state on Portal 13 Ability to group employees by portal activation status 14 Activation message status in Message Centre 14 Activation notification 15 Closing clients that have had a portal account 15 Organisations can have the same addresses and associated contacts 15 Default password complexity changed 15 All successful messages in Portal Messages Diagnostics tool appear as green 16 New file upload timeout message 16 New session timeout message 16 New file size limit upload message 17 Warning for Central user to attempting to send bulk message to non-portal clients 17 At least one Central employee must be a member of the Portal client team 17 II
4 Portal logo shown in maintenance window for all users 17 Reset password s not sent when accounts not activated/enabled 18 Text can be copied to clipboard from Message Centre 18 Known Issues 19 Tax folder occasionally is not created on Portal 19 Uploading files as a Gmail user within IE9 19 System Administrator 20 Post-activation check - **strongly recommended** 20 Adjusting maximum file upload size 20 Appendix 22 Tips for using Portal 22 Additional addresses for portal users 22 Client team defaults 22 III
5
6 Release Highlights This release of CCH Central contains the following major enhancements: Multiple approval of documents Draft messages Message templates Retention of local copies of messages deleted from Portal Full details of these changes are included within this document. Prerequisites Installing CCH Portal This release is installed using the new Central Suite Installer. This ensures that all prerequisites are in place and that all the products for which you are licenced are installed in the correct sequence. You can find out more about the Central Suite Installer here: Please note that future releases of CCH Central will require the following versions of Microsoft's.net framework: (October 2013) will require a minimum of.net 4.0 Furthermore, the release will not support Windows XP or MS Office 2003, as Microsoft are withdrawing extended support for these on 8 April Note: This upgrade is not applicable to sites using Replication. All Replication sites should contact their Account Manager. CCH PORTAL RELEASE NOTES OCTOBER
7 Software Enhancements New message creation and reply windows The 'Create message' window has been redesigned to incorporate the multiple approval and template insertion functionality. Now entitled 'New Message', the ability add select files for approval has been moved into the 'Approval' pop-out window, whilst general attachments can be added using the paperclip icon - which then appear below the 'Subject'. Messages are sent to the client by selecting 'Send'. The New Message window is found within the Central Message Centre by selecting 'Create Message'. Multiple approval for documents Documents can now be sent to Portal for approval by several contacts. For any Central client that is an organisation, some or all of the associated contacts can be chosen to approve or reject documents. If an organisation has more than one associated portal user, the practice can select who is required to approve the document once the document has marked as 'Requires Approval'. To attach document(s) for approval, the following steps should be followed: Select the 'Approval' button from the New Message window in the Central Message Centre. Select 'Browse' to add further files from the Approval window that subsequently opens. Tick the files that you want approved in the 'Requires approval' column. If the document(s) in question are being sent to an organisation with more than one associated contact, there will be the options to select: 2 CCH PORTAL RELEASE NOTES OCTOBER 2013
8 the users required to approve to approve the document(s) (via a dropdown menu) whether all, or just one, of the selected users must approve the document(s) for it to be marked as approved (via adjacent radio buttons). The New Message window is also updated with the approval details once a document has been selected for approval. In Portal's Message Centre, each of the client organisation's associated contacts is informed whether their approval is needed for a document. CCH PORTAL RELEASE NOTES OCTOBER
9 They are also informed how many of the other Portal users have already given their approval and are still to approve the document. It is possible to click on the number of approved/rejected/to approve to reveal which contacts make up each figure. Where one or more contact rejects a document, the document as a whole will be marked with a rejected status. Documents can be approved or reviewed in both the Message Centre and Documents area. 4 CCH PORTAL RELEASE NOTES OCTOBER 2013
10 Within Central, the Central users can review the detailed approval status of a document by selecting the approval status hyperlink within the Documents window in the Message Centre: Creating messages in draft Portal messages created in Central can now be saved as drafts before they are sent to Portal. When creating a message from the Message Centre or publishing from other modules, the user is asked whether they want to save the message as a draft when they close the message window (via the cross in the top right of the message). Once saved, drafts can be re-opened from the Message Centre in the Message List. They can be edited further, sent to Portal, or deleted. CCH PORTAL RELEASE NOTES OCTOBER
11 A draft message also appears in the Messages homepage control, where the user can doubleclick on the message, or right-click and select 'Edit and send draft to Portal', to edit/send the message from the Edit Message window. If creating a message to send to multiple recipients from the Find Clients window, it is possible to save the message as a draft. Once saved, each recipient will have a separate draft message which is then available to and edit and send on an individual basis for each client. There is also a new task permission which restricts whether Central users (other than the original message creator) can delete draft messages from the Message Centre. Portal task permissions are located in the Product dropdown menu within Maintenance > Security > Task Permissions. 6 CCH PORTAL RELEASE NOTES OCTOBER 2013
12 Attachments uploaded to 'Shared' no longer automatically have copies saved in Document Management When messages are sent to Portal from Central, any attachments allocated to the Shared folder will no longer have copies saved into the client's Document Centre. This is designed to save local space and is consistent with the designation of Shared as the temporary exchange folder. Attachments are allocated to the Shared folder in the Portal Create Message window via the Folder dropdown, after the Attach File option is chosen. Local copies of deleted messages retained When messages and conversations are deleted from Portal, local copies are now retained in the Central Message Centre to preserve the integrity of the client file. When the user chooses to have them shown, deleted conversations are denoted by line strikethroughs in the Message List. They appear in their original order, with each deleted constituent message or entire conversation also depicted with a yellow border. Deleted messages can be previewed by ticking 'Show Deleted Messages' at the bottom of Message Centre. CCH PORTAL RELEASE NOTES OCTOBER
13 Message Templates Templates with mail merge fields can now be designed, edited, and inserted into portal messages in Central. It is possible to create, edit, and delete templates in the Message Templates maintenance window. Pre-populated with six default templates, the maintenance window is located within Maintenance > Portal > Message Templates. Users can double-click on existing template to edit the content in a new window. 8 CCH PORTAL RELEASE NOTES OCTOBER 2013
14 The merge fields on the left will insert data from your Central database dynamically. To add one of these fields into the body of your message template, click the location in the body of the text where you wish to insert the field, then click on the relevant merge field to insert it. In the Portal Create Message window, users can select 'Insert Template' to insert the required template, which will also draw through the mail merge fields. Users can continue to edit the message once the template has been inserted. CCH PORTAL RELEASE NOTES OCTOBER
15 A new task permission has been introduced to control Central users' ability to edit existing Message Templates. Portal task permissions are located in the Product dropdown menu within Maintenance > Security > Task Permissions. Configurable activation link expiry The ability to configure the expiry period of the activation links within client/associated portal user activation s has been introduced. It is possible to set an activation link to expire between 1 and 50 days from when an activation is issued. The configuration of the expiry time is located within Maintenance > Portal > Security. Assignment team members can be added to Portal client team Employees that are members of an Assignment Team of client's Assignments can now be added to the Portal Client Team. Clients are restricted to sending Portal messages to members of the Portal Client Team only. The Assignment Team is located within the client record - Assignments > [Assignment Name] > Main. 10 CCH PORTAL RELEASE NOTES OCTOBER 2013
16 Employees can be added to the Portal Client Team on an individual basis via the Message Centre > Client Team. Alternatively, they can be added on a practice-wide basis, according to their Assignment Team Responsibility type via Maintenance > Portal > Client Team Defaults. notifications sent from Portals in the Irish Republic Automated notifications for practices using CCH Portal in the Republic of Ireland are now sent from notifications@clientspace.ie. This ensures consistency with the [ ].clientspace.ie domain for Portals in Ireland. Previously, the notifications were sent from notifications@clientspace.co.uk. CCH PORTAL RELEASE NOTES OCTOBER
17 Prompt to save local copy of documents when deleting messages from Portal When a message or conversation is deleted from Portal and has one or more attachments that are stored in the Shared folder on portal, users are now prompted to save local copies from the Shared folder into Document Management. Files in the Shared folder typically do not have a corresponding version stored in Document Management. 12 CCH PORTAL RELEASE NOTES OCTOBER 2013
18 Quality Improvements The following quality issues were resolved in CCH Portal v2013.3: ITS/ Documents moved from Shared to permanent folders Previously, if a Central user attempted to move a document on Portal from Shared to a permanent folder, an error would appear. This has now been resolved, and subject to the mandatory filing of the document into Document Management, the file is moved to the permanent folder. Documents can be transferred between the Portal folders via the client's Message Centre > Documents window. Document upload timeout increased to 300 seconds Previously, when documents were uploaded from the Portal website, the upload would timeout after 110 seconds, preventing users in areas with slower broadband from uploading larger files. The timeout will now occur after 300 seconds (5 minutes) after the upload has commenced. Messages and attachments appearing in incomplete state on Portal Previously, when a message with one or more attachments was sent to Portal, the message would occasionally appear in Portal before all the attachments had arrived. Messages now only appear in the Message Centre with all their attachments. N.B. If an attachment has failed after the message has been sent from Central, the message will still appear in the Central Message Centre, but not in Portal. CCH PORTAL RELEASE NOTES OCTOBER
19 Ability to group employees by portal activation status Previously, when a Central user attempted to group or sort Employees by whether they had been activated for Portal, this was not possible. It is now possible to apply the standard Central grouping and sorting functions to the Portal user column in the Find Employees window. Activation message status in Message Centre When a client is activated for Portal from Central, the Message Centre will show a holding page with a message indicating that an activation has been sent to the client or their associated contacts. Only when these activation s have been successfully despatched will the normal Message Centre be shown to enable the practice user to send messages. 14 CCH PORTAL RELEASE NOTES OCTOBER 2013
20 In the unlikely event that the activation fails, the screen will revert back to the original activation window, so that the user can activate the client again. Please contact CCH Software Support for further assistance if the holding page remains static and only shows the activation message. Activation notification Previously, when a portal user was activated for portal for the first time, there would be no message in the message diagnostics (tracker) homepage control to indicate that the activation had successfully been sent. There is now a notification entitled 'Activation Message', which when green indicates success, linked to further details. Closing clients that have had a portal account It is now possible to close a Central client if they have previously been activated for Portal. If the client's portal account has been disabled or deleted, the client record can be closed. If a user attempts to close a client with an active Portal account, they will be shown a warning message to remind them to disable the Portal account first. The ability to close a Central client is located within the client record via Main > Task Bar > Client Status > Close client. The option to disable (and then delete) a portal client's account is located within the client record via Message Centre > Disable Portal account. Organisations can have the same addresses and associated contacts Previously it was not possible for Central clients (organisations only) to have the same address as their associated contacts. This is now possible since the organisation's primary address has no bearing on Portal - unique addresses are only required for the login credentials for individuals. The option to add/edit the primary address is available in the client record via Addresses > Phone and other details. Default password complexity changed Previously, the default password complexity for portal users included the requirement to create passwords with special characters and different letter cases. This has now been changed to only require that portal users create password of at least 6 characters in length and with at least one number. Minimum password complexity is adjusted via Maintenance > Portal > Security. CCH PORTAL RELEASE NOTES OCTOBER
21 All successful messages in Portal Messages Diagnostics tool appear as green To ensure consistency, all published system messages that have been successfully received and sent to Portal now appear in the Message Tracker with the circular green icon. Only messages that are yet to receive a reply from Portal will now remain as blue. The Portal message diagnostics homepage control is located via Home > Task Bar > Customise Homepage > Portal Message Diagnostics. New file upload timeout message When Portal users are uploading files to Portal via the 'Create New Message' window in the Portal Message Centre, if the file is not uploaded within the timeout period a message is now shown. The user can remove the attachment an attempt another upload by selecting 'Delete'. New session timeout message When Portal users are creating a message or approving documents Message Centre or Documents area on Portal, if the session period expires, a timeout message is now shown. The user is then prompted to return to the login screen. 16 CCH PORTAL RELEASE NOTES OCTOBER 2013
22 New file size limit upload message When Central users upload files to Portal via the 'New Message' window in the Central Message Centre, if the file is larger than 300 MB, a warning message is now shown, and the file will not be added. The user can attempt to compress the file and re-attach if within the file size limit. Warning for Central user to attempting to send bulk message to non- Portal clients Central users are now warned if they select non-portal clients (as well as Portal clients) from the Find Clients screen and attempt to send a bulk Portal message. After the warning message has shown, the non-portal clients are automatically removed from the recipient list in the 'New Message' window, where the message can be sent to the Portal clients only. At least one Central employee must be a member of the Portal client team If a Central user attempts to remove the only member of a client's Portal client team, a warning message is shown, preventing the only member being removed - enforcing the requirement that the client has at least one contact to send a Portal message to. Portal logo shown in maintenance window for all users Previously, if a logo was added to Portal via Central on one user's machine, it could not be previewed on some other users' machines. This has now been resolved. CCH PORTAL RELEASE NOTES OCTOBER
23 The logo can be previewed via Maintenance > Portal > Branding. Reset password s not sent when accounts not activated/enabled Previously, if a Portal user attempted to reset their password before their account had been activated for the first time, or had since been disabled, they would receive a password reset . The Portal user now does not receive such . Text can be copied to clipboard from Message Centre Previously, if was not possible to select text in the Central Message Centre messages to copy to the clipboard for use in other applications. This is now possible. 18 CCH PORTAL RELEASE NOTES OCTOBER 2013
24 Known Issues The following are known issues: Tax folder occasionally is not created on Portal During the initial activation, occasionally the Tax parent document folder is not successfully created on Portal. This can be checked by conducting a post-activation check. If the 'PortalDocumentFolderMessage' message remains blue in the portal messages diagnostics homepage control, right-click and select 'Resend message'. It should then be successful and the status should change to green. Uploading files as a Gmail user within IE9 This issue only impacts clients who have a Gmail account and use Internet Explorer 9. In these circumstances, if they click on the link in their to access the portal login page and log in to their account, they may not be able to upload files or a personal photo to the portal. The workaround for this is to right click on the link in the instead, and select "Open in a new tab" to access the login page. Logging in from here ensures files can satisfactorily be uploaded by your client. CCH PORTAL RELEASE NOTES OCTOBER
25 System Administrator Post-activation check - **strongly recommended** After first-time activation of the practice Portal, the IT administrator should check that the initial communication between Central and Portal is successful. To do this, the Portal message diagnostics homepage control should be reviewed. Certain administrative messages are sent to Portal to apply the initial settings. The following messages should appear and should be green: If any message is red, or remains blue after several refreshes of the homepage control, this means that some of the messages have not successfully reached Portal. Please contact CCH Software Support for further assistance. The Portal message diagnostics homepage control is located via Home > Task Bar > Customise Homepage > Portal Message Diagnostics. Adjusting maximum file upload size When uploading documents to Portal from Central, there is a file upload limit, owing to a setting in CCH Document Management (if your practice does not use Document Management, this setting also applies). Document Management s default limit for uploading files is still 200MB. The maximum file size limit can be changed in C:\Program Files\Wolterskluwer UK\CCH Document Mgmt Document Store Wcf Service\WKUK.CCH.Document.DocMgmt.WCFWindowsService.exe.config (both 20 CCH PORTAL RELEASE NOTES OCTOBER 2013
26 maxreceivedmessagesize keys - e.g. add a zero at the end of the value for increasing the size limit to 2GB). After any changes are made, the Document WCF Service will need to be restarted via Control Panel > Administrative Tools > Services > CCH Document WCF Service. CCH PORTAL RELEASE NOTES OCTOBER
27 Appendix Tips for using Portal Additional addresses for portal users A user s login ID for Portal is their primary address. In Central this is set in the individual s contact record, using the default category of , and set as the Primary record with a tick in the relevant box. It is possible to add additional addresses to the contact record. However, even if these are set as the primary record, Portal will not use these different addresses. In the event a client wishes to use a different address as their Portal login ID, please alter the main record on the Addresses tab and ensure it is ticked as the Primary record. Client team defaults The practice can define which key employee responsibility types will be visible to your clients on their portal within Maintenance > Portal > Client team defaults. The defaults can be changed at any time, and this will be reflected across all client portals. We would therefore recommend not all client team options are unticked at once, since this could result in your clients having no practice members to send messages to from their portal. 22 CCH PORTAL RELEASE NOTES OCTOBER 2013
CCH Audit Automation. Version 4.4 Service Pack 2.1. Release Notes
CCH Audit Automation Version 4.4 Service Pack 2.1 Release Notes Legal Notice Disclaimer CCH Software has made every effort to ensure the accuracy and completeness of these Release Notes. However, CCH
More informationCCH Portal. Installation Guide. June 2013
CCH Portal Installation Guide June 2013 Legal Notice Disclaimer CCH Software has made every effort to ensure the accuracy and completeness of this Guide. However, CCH Software, its staff and agents will
More informationCCH Portal 2014.2. User Manual and. Getting Started Checklist
CCH Portal 2014.2 User Manual and Getting Started Checklist Legal Notice Disclaimer Wolters Kluwer has made every effort to ensure the accuracy and completeness of this document. However, Wolters Kluwer,
More informationCCH Document Management 2014.3 Service Pack. Release Notes
CCH Document Management 2014.3 Service Pack Release Notes Legal Notice Disclaimer Copyright CCH Software 145 London Road, Kingston upon Thames, Surrey KT2 6SR UNITED KINGDOM Trademark Rights CCH Software
More informationInstalling the Microsoft.NET Framework 4 (using the Central Suite Installer) Knowledge Base Article KB2543. (Updated 26-07-2013)
Installing the Microsoft.NET Framework 4 (using the Central Suite Installer) Knowledge Base Article KB2543 (Updated 26-07-2013) Legal Notice Disclaimer CCH Software has made every effort to ensure the
More informationCCH Personal Tax 2012 v 1
CCH Personal Tax 2012 v 1 Aide Memoire Information Fee Protection Software Magazines Professional Development Disclaimer CCH Software has made every effort to ensure the accuracy and completeness of these
More informationCCH Practice Management
CCH Practice Management Version 4.60 Hotfix Release & Installation Notes Legal Notice Disclaimer Copyright Trademark Rights CCH Software has made every effort to ensure the accuracy and completeness of
More informationDRAFT. CCH Trust Accounts. Installation Guide
CCH Trust Accounts Installation Guide Legal Notice Disclaimer Copyright Trademark Rights CCH Software has made every effort to ensure the accuracy and completeness of these Release Notes. However, CCH
More informationCCH Corporation Tax 2013.2. Release Notes
CCH Corporation Tax 2013.2 Release Notes Legal Notice Disclaimer CCH Software has made every effort to ensure the accuracy and completeness of these Release Notes. However, CCH Software, its staff and
More informationBaylor Secure Messaging. For Non-Baylor Users
Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7
More informationCCH Workflow A practice overview. March 2014
CCH Workflow A practice overview March 2014 Disclaimer Wolters Kluwer has made every effort to ensure the accuracy and completeness of this document. However, Wolters Kluwer, its staff and agents will
More informationGetting Started with MozyPro Online Backup Online Software from Time Warner Cable Business Class
Getting Started with MozyPro Online Backup Online Software from Time Warner Cable Business Class A Guide for Users MozyPro is an online backup service with an easy to use interface so you can start backing
More informationSpambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide
January 24, 2015 Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Spambrella and/or other noted Spambrella related products contained herein are registered
More informationPOLICY PATROL MFT. Manual
POLICY PATROL MFT Manual MANUAL Policy Patrol MFT This manual, and the software described in this manual, are copyrighted. No part of this manual or the described software may be copied, reproduced, translated
More informationUsing SQL Reporting Services with Amicus
Using SQL Reporting Services with Amicus Applies to: Amicus Attorney Premium Edition 2011 SP1 Amicus Premium Billing 2011 Contents About SQL Server Reporting Services...2 What you need 2 Setting up SQL
More informationOutlook Synchronisation guide
Outlook Synchronisation guide Contents Introduction... 2 Installing Outlook Synchronisation Plug-in... 3 Daily Use of Outlook and webcrm... 6 Synchronising Emails... 7 Synchronising Contacts... 8 Contact
More informationCCH Axcess Portal Client User Guide
CCH Axcess Portal Client User Guide Keys Quick reference to the key aspects of a particular function Icon Legend Tip Notes Best practice tips and shortcuts Informational notes about functions Warning Important
More informationRichmond Systems. SupportDesk Quick Start Guide
Richmond Systems SupportDesk Quick Start Guide Table of Contents SupportDesk Quick Start Guide...1 Introduction...1 Pre-requisites...2 Installation at a Glance...2 Installation...3 Setup Console...13
More informationBulkSMS Text Messenger Product Manual
BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select
More informationHow to Add Users 1. 2.
Administrator Guide Contents How to Add Users... 2 How to Delete a User... 9 How to Create Sub-groups... 12 How to Edit the Email Sent Out to New Users... 14 How to Edit and Add a Logo to Your Group's
More informationTriCore Secure Web Email Gateway User Guide 1
TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email
More informationCreating a Content Group and assigning the Encrypt action to the Group.
Product Guide Revision A SaaS Email Encryption Enablement for Customers, Domains, and Users Email Encryption Customers who are provisioned for SaaS Email Encryption can easily configure their Content Policies
More informationReport Designer and Report Designer Add-In Installation Guide Version 1.0
Table of Contents Report Designer and Report Designer Add-In Installation Guide Version 1.0 Table of Contents The software described in this document is protected by copyright, and may not be copied on
More informationPaperClip. em4 Cloud Client. Setup Guide
PaperClip em4 Cloud Client Setup Guide Copyright Information Copyright 2014, PaperClip Inc. - The PaperClip32 product name and PaperClip Logo are registered trademarks of PaperClip Inc. All brand and product
More informationSaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide
SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Email Encryption Customers who are provisioned for SaaS Email Encryption can easily configure their Content Policies
More information1 of 10 1/31/2014 4:08 PM
1 of 10 1/31/2014 4:08 PM copyright 2014 How to backup Microsoft SQL Server with Nordic Backup Pro Before creating a SQL backup set within Nordic Backup Pro it is first necessary to verify that the settings
More informationCorporate Telephony Toolbar User Guide
Corporate Telephony Toolbar User Guide 1 Table of Contents 1 Introduction...6 1.1 About Corporate Telephony Toolbar... 6 1.2 About This Guide... 6 1.3 Accessing The Toolbar... 6 1.4 First Time Login...
More informationFUSION Installation Guide
FUSION Installation Guide Version 1.0 Page 1 of 74 Content 1.0 Introduction... 3 2.0 FUSION Server Software Installation... 3 3.0 FUSION Client Software Installation... 10 4.0 FUSION NIM Software Installation...
More informationHow to Manage Email. Guidance for staff
How to Manage Email Guidance for staff 1 Executive Summary Aimed at Note Purpose Benefits staff Necessary skills to All staff who use email This guidance does NOT cover basic IT literacy skills. Staff
More informationOneDrive for Business User Guide
OneDrive for Business User Guide Contents OneDrive for Business and Office 365... 2 Storing University Information in the Cloud... 2 Signing in... 2 The Office 365 Interface... 3 The OneDrive App... 3
More informationSecure Message Center User Guide
Secure Message Center User Guide Using the Department of Banking Secure Email Message Center 2 Receiving and Replying to Messages 3 Initiating New Messages 7 Using the Address Book 9 Managing Your Account
More informationAccounts Production Installation Guide
Accounts Production Installation Guide Copyright statement Sage (UK) Limited and Sage Hibernia Limited, 2014. All rights reserved. If this documentation includes advice or information relating to any matter
More informationManual POLICY PATROL SECURE FILE TRANSFER
Manual POLICY PATROL SECURE FILE TRANSFER MANUAL Policy Patrol Secure File Transfer This manual, and the software described in this manual, are copyrighted. No part of this manual or the described software
More informationDocument Services Online Customer Guide
Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options
More informationM4 Systems. Email Remittance (ER) User Guide
M4 Systems Email Remittance (ER) User Guide M4 Systems Ltd Tel: 0845 5000 777 International: +44 (0)1443 863910 www.m4systems.com www.dynamicsplus.net Table of Contents Introduction ------------------------------------------------------------------------------------------------------------------
More informationOneDrive for Business User Guide
OneDrive for Business User Guide Contents About OneDrive for Business and Office 365... 2 Storing University Information in the Cloud... 2 Signing in... 2 The Office 365 Interface... 3 The OneDrive for
More informationACCELLOS HELPDESK CUSTOMER GUIDE
ACCELLOS HELPDESK CUSTOMER GUIDE Version: 2.0 Date: December 2011 Copyright Accellos, Inc. All rights reserved The information contained in this document is confidential and is intended only for the persons
More informationGetting Started with Mamut Online Desktop
// Mamut Business Software Getting Started with Mamut Online Desktop Getting Started with Mamut Online Desktop Contents Welcome to Mamut Online Desktop... 3 Getting Started... 6 Status... 23 Contact...
More informationIntegrated Accounting System for Mac OS X and Windows
Integrated Accounting System for Mac OS X and Windows Program version: 6.2 110111 2011 HansaWorld Ireland Limited, Dublin, Ireland Preface Books by HansaWorld is a powerful accounting system for the Mac
More informationINSTALL AND CONFIGURATION GUIDE. Atlas 5.1 for Microsoft Dynamics AX
INSTALL AND CONFIGURATION GUIDE Atlas 5.1 for Microsoft Dynamics AX COPYRIGHT NOTICE Copyright 2012, Globe Software Pty Ltd, All rights reserved. Trademarks Dynamics AX, IntelliMorph, and X++ have been
More informationPartner. Sage Pastel. Accounting. Installation Guide
Sage Pastel Accounting Partner Installation Guide Sage Pastel: +27 11 304 3000 Sage Pastel Intl: +27 11 304 3400 www.pastel.co.za www.sagepastel.com info@pastel.co.za info@sagepastel.com Sage Pastel Accounting
More informationMicrosoft Dynamics GP. Electronic Signatures
Microsoft Dynamics GP Electronic Signatures Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,
More informationCopyright 2013 GE Multilin Inc. All rights reserved. CyberSentry SEM software revision 1.00. CyberSentry, Digital Energy, Multilin, and GE Multilin
Copyright 2013 GE Multilin Inc. All rights reserved. CyberSentry SEM software revision 1.00. CyberSentry, Digital Energy, Multilin, and GE Multilin are trademarks or registered trademarks of GE Multilin
More informationOWA - Outlook Web App
OWA - Outlook Web App Olathe Public Schools 0 Page MS Outlook Web App OPS Technology Department Last Revised: May 1, 2011 Table of Contents MS Outlook Web App... 1 How to Access the MS Outlook Web App...
More informationSupportDesk Extensions Installation Guide Extension Service - Versions 6.9 8.5
SupportDesk Extensions Installation Guide Extension Service - Versions 6.9 8.5 Richmond Systems Ltd, West House, West Street, Haslemere, Surrey, GU27 2AB Tel: +44 (0)1428 641616 - Fax: +44 (0)1428 641717
More informationHow To Use Cleanersmate Software On A Pc Or Mac Or Macbook Or Macintosh (For Pc Or Pc) With A Computer Or Mac (For Mac) With An Ipa Or Mac Xp (For A Mac) On A Computer With
User Guide Installation... 2 Using CleanersMate... 3 Initial Settings... 3 Clients... 3 Clients Summary Screen... 4 Adding a New Client... 4 Deleting an Existing Client... 4 Editing an Existing Client...
More informationEMAIL QUICK START GUIDE
IT Services Microsoft Outlook 2010 EMAIL QUICK START GUIDE Contents What is Outlook?...2 Quick Guide to Email...2 Create a new e-mail message...2 Forward or reply to an e-mail message...2 Creating new
More informationSage 200 Web Time & Expenses Guide
Sage 200 Web Time & Expenses Guide Sage (UK) Limited Copyright Statement Sage (UK) Limited, 2006. All rights reserved If this documentation includes advice or information relating to any matter other than
More informationLepide Event Log Manager. Users Help Manual. Lepide Event Log Manager. Lepide Software Private Limited. Page 1
Users Help Manual Lepide Event Log Manager Lepide Software Private Limited. Page 1 Users Help Manual for Lepide Event Log Manager Lepide Software Private Limited, All Rights Reserved This User Guide and
More informationRecruiter s Resource Guide
Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...
More informationNAB Trade Finance Online Customer User Guide
NAB Trade Finance Online Customer User Guide Contents Introduction Scope... 2 How to Use This Guide... 2 Users of NAB Trade Finance Online... 3 Resources... 3 Your Profile... 4 Introduction... 4 Roles...
More informationCloud. Hosted Exchange Administration Manual
Cloud Hosted Exchange Administration Manual Table of Contents Table of Contents... 1 Table of Figures... 4 1 Preface... 6 2 Telesystem Hosted Exchange Administrative Portal... 7 3 Hosted Exchange Service...
More informationHow To Set Up Total Recall Web On A Microsoft Memorybook 2.5.2.2 (For A Microtron)
Total Recall Web Web Module Manual and Customer Quick Reference Guides COPYRIGHT NOTICE Copyright 1994-2009 by DHS Associates, Inc. All Rights Reserved. All TOTAL RECALL, TOTAL RECALL SQL, TOTAL RECALL
More informationHow to Schedule Report Execution and Mailing
SAP Business One How-To Guide PUBLIC How to Schedule Report Execution and Mailing Release Family 8.8 Applicable Releases: SAP Business One 8.81 PL10 and PL11 SAP Business One 8.82 PL01 and later All Countries
More informationFile Management Utility User Guide
File Management Utility User Guide Legal Notes Unauthorized reproduction of all or part of this guide is prohibited. The information in this guide is subject to change without notice. We cannot be held
More informationSQL Server 2008 R2 Express Edition Installation Guide
Hardware, Software & System Requirements for SQL Server 2008 R2 Express Edition To get the overview of SQL Server 2008 R2 Express Edition, click here. Please refer links given below for all the details
More informationTrend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice.
Trend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice. Before installing and using the software, please review the readme files,
More informationOutlook Web Access (OWA) User Guide
Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING
More informationUser Guide Vodafone Mobile Wi-Fi R206-Z. Designed by Vodafone
User Guide Vodafone Mobile Wi-Fi R206-Z Designed by Vodafone Welcome to the world of mobile communications 1 Welcome 2 Device overview 3 Getting started: Step 1 4 Getting started: Step 2 5 Mobile Wi-Fi
More informationOneDrive for Business User Guide
OneDrive for Business User Guide Contents OneDrive for Business and Office 365... 2 Storing University Information in the Cloud... 2 Signing in... 2 The Office 365 Interface... 3 The OneDrive App... 3
More informationAgency Manager Professional Software Manual
Agency Manager Professional Software Manual Table Of Contents Navigation Pane... 4 Management Console... 5 Company Details... 5 Company Bank Details... 6 VAT Rate... 6 Currency Setting... 7 Database Users...
More informationOnline Appointment Bookings EXACT v11.5
User's Guide Online Appointment Bookings EXACT v11.5 Online Appointment Bookings EXACT v11.5 06/03/2015 page 1 of 133 Copyright 2015 Software of Excellence International. All rights reserved. The software
More informationDell Statistica 13.0. Statistica Enterprise Installation Instructions
Dell Statistica 13.0 2015 Dell Inc. ALL RIGHTS RESERVED. This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or
More informationOpera 3 (2.14) Scheduler (2.00) Pegasus Web Xchange (1.14) Opera II (7.34) Release Guide
Opera 3 (2.14) Scheduler (2.00) Pegasus Web Xchange (1.14) Opera II (7.34) Release Guide Opera 3 (2.14) Scheduler (2.00) Pegasus Web Xchange (1.14) Opera II (7.34) Release Guide October 2014 Copyright
More informationGuide to Installing BBL Crystal MIND on Windows 7
Guide to Installing BBL Crystal MIND on Windows 7 Introduction The BBL Crystal MIND software can not be directly installed on the Microsoft Windows 7 platform, however it can be installed and run via XP
More informationNetClient CS Document Management Portal User Guide
GOFILEROOM NetClient CS Document Management Portal User Guide version 10.x TL 25027 (5/7/12) Copyright Information Text copyright 2002-2012 by Thomson Reuters. All rights reserved. Video display images
More informationHow to use the Service Directory and send ereferrals and other Documents securely
How to use the Service Directory and send ereferrals and other Documents securely User Guide 2012 This publication is protected by copyright, remains the property of DCA and is provided under specific
More informationHow To Use Senior Systems Cloud Services
Senior Systems Cloud Services In this guide... Senior Systems Cloud Services 1 Cloud Services User Guide 2 Working In Your Cloud Environment 3 Cloud Profile Management Tool 6 How To Save Files 8 How To
More informationUsing Blackboard ConnectTxt Outlook Add-in
Using Blackboard ConnectTxt Outlook Add-in This document is intended for those using: Outlook Add-in 1.1 Microsoft Outlook Versions 2003 (11), 2007 (12) and 2010 (14) Date: 24 th July 2012 Contents 1.
More informationMicrosoft FTP Configuration Guide for Helm 4
for Helm 4 How to configure Microsoft FTP for use with Helm WebHost Automation Ltd http://www.webhostautomation.com/ January 2007 Doc: HELM 4.0.0.0 Complying with all applicable copyright laws is the responsibility
More informationTable of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts...
Table of Contents Welcome... 2 Login... 3 Password Assistance... 4 Self Registration... 5 Secure Mail... 7 Compose... 8 Drafts... 10 Outbox... 11 Sent Items... 12 View Package Details... 12 File Manager...
More informationShared File Room Field Guide
Shared File Room Field Guide September 2013 Copyright: 2013, CCH, a part of Wolters Kluwer business. All rights reserved. Material in this publication may not be reproduced or transmitted in any form or
More informationenicq 5 System Administrator s Guide
Vermont Oxford Network enicq 5 Documentation enicq 5 System Administrator s Guide Release 2.0 Published November 2014 2014 Vermont Oxford Network. All Rights Reserved. enicq 5 System Administrator s Guide
More informationActive Directory Management. User Interface Guide
Active Directory Management User Interface Guide Document Revision Date: April 15, 2013 Active Directory Management User Interface Guide i Contents Launching the Hosted Exchange Tab - Active Directory
More informationNetClient CS Document Management Portal User Guide. version 9.x
NetClient CS Document Management Portal User Guide version 9.x TL 23560 (6/9/11) Copyright Information Text copyright 2001-2011 by Thomson Reuters/Tax & Accounting. All rights reserved. Video display images
More informationManual Password Depot Server 8
Manual Password Depot Server 8 Table of Contents Introduction 4 Installation and running 6 Installation as Windows service or as Windows application... 6 Control Panel... 6 Control Panel 8 Control Panel...
More informationVMware Mirage Web Manager Guide
Mirage 5.1 This document supports the version of each product listed and supports all subsequent versions until the document is replaced by a new edition. To check for more recent editions of this document,
More informationNETWRIX EVENT LOG MANAGER
NETWRIX EVENT LOG MANAGER ADMINISTRATOR S GUIDE Product Version: 4.0 July/2012. Legal Notice The information in this publication is furnished for information use only, and does not constitute a commitment
More informationuhub PC Client Guide_25 Jun 2013 uhub PC Client User Guide Version 3.2.0
uhub PC Client User Guide Version 3.2.0 Table of contents A) Getting started... 3 Installing the uhub PC client... 3 Signing up... 5 General settings... 5 uhub tray... 6 Key icons... 8 B) General functions...
More informationQuick Start Policy Patrol Mail Security 9
Quick Start Policy Patrol Mail Security 9 This guide will help you start using Policy Patrol Mail Security as quickly as possible. For more detailed instructions, consult the Policy Patrol manual. Step
More informationYour Archiving Service
It s as simple as 1, 2, 3 This email archiving setup guide provides you with easy to follow instructions on how to setup your new archiving service as well as how to create archiving users and assign archiving
More informationUser Guide Vodafone Mobile Wi-Fi R206-Z. Designed by Vodafone
User Guide Vodafone Mobile Wi-Fi R206-Z Designed by Vodafone Welcome to the world of mobile communications 1 Welcome 2 Device overview 3 Getting started: Step 1 4 Getting started: Step 2 5 Mobile Wi-Fi
More informationSpambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide
August 22, 2013 Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Spambrella and/or other noted Spambrella related products contained herein are registered
More informationPolicy Based Encryption Gateway. Administration Guide
Policy Based Encryption Gateway Administration Guide Policy Based Encryption Gateway Admin Guide 1 Contents Description of Policy Based Encryption... 2 Policy Based Encryption and Email Content Control...
More informationManaging Submissions via ExpressO: A Guide for Law Review Editors
: A Guide for Law Review Editors Table of Contents List of Figures... 3 Welcome to ExpressO... 4 Contacting bepress Consulting Services... 4 Accessing ExpressO... 5 Editorial Privileges... 5 Editor Tools:
More informationIMPORTANT: You must complete this step before you can install and activate SafeSend.
Initial Setup Guide Welcome to SafeSend! This guide has been created to assist with your initial setup. Please follow the below steps to get started. If you are a Firm Administrator and are setting your
More informationEMIS Web. Patient Access (EMIS Access)
EMIS Web Patient Access (EMIS Access) Copyright Egton Medical Information Systems Ltd 2014 Controlled Document Version 19: 27 June 2014 Published by EMIS Documentation No part of this document may be sold,
More information360Pro Providers Quick Reference Guide. Introduction
360Pro Providers Quick Reference Guide This guide will step you through the basics, from logging on, to answering ATM questions and then submitting a Response. This Guide is available at: https://langeconsulting.zendesk.com/entries/24921676-360pro-providers-quick-reference-guide
More informationSkype for Business User Guide
Skype for Business User Guide Contents Accessing Skype for Business... 2 Starting Skype for Business for the first time... 2 Subsequent access to Skype for Business... 3 Customising Skype for Business
More informationCitrix Systems, Inc.
Citrix Password Manager Quick Deployment Guide Install and Use Password Manager on Presentation Server in Under Two Hours Citrix Systems, Inc. Notice The information in this publication is subject to change
More informationWhat s New in Version 10 Details for Web Essentials
What s New in Version 10 Details for Web Essentials TABLE OF CONTENTS Overview... 3 Dashboard Module... 3 General Changes... 3 New Proposal... 3 Create Proposal in Word... 5 Create New Proposal in Excel...
More informationhttp://downloadcenter.trendmicro.com/
Trend Micro Incorporated reserves the right to make changes to this document and to the product described herein without notice. Before installing and using the product, review the readme files, release
More informationEventTracker: Support to Non English Systems
EventTracker: Support to Non English Systems Publication Date: April 25, 2012 EventTracker 8815 Centre Park Drive Columbia MD 21045 www.eventtracker.com Introduction This document has been prepared to
More informationRichmond ServiceDesk v10 Release Notes
Richmond ServiceDesk v10 Release Notes September, 2014 support@richmondsys.com 01428 647333 www.richmondsys.com/customerzone @richmondsupport Richmond Systems Ltd, West House, West Street, Haslemere, Surrey,
More informationProSystem fx Engagement
ProSystem fx Engagement Admin Guide October 2009 Copyright 2009 CCH INCORPORATED. A Wolters Kluwer business. All Rights Reserved. Material in this publication may not be reproduced or transmitted, in any
More informationPolicy Based Encryption Gateway. Administration Guide
Policy Based Encryption Gateway Administration Guide Document Revision Date: Sept. 11, 2012 Policy Based Encryption Gateway Admin Guide i Contents Description of Policy Based Encryption... 1 Policy Based
More informationNETWORK PRINT MONITOR User Guide
NETWORK PRINT MONITOR User Guide Legal Notes Unauthorized reproduction of all or part of this guide is prohibited. The information in this guide is subject to change without notice. We cannot be held liable
More informationGETTING STARTED CREATE A NEW EMAIL. 1 P age
How To: Create an Email from a Template (One Time Custom Email & Recurring Custom Email) This documentation is designed to walk through the necessary steps to create a new One Time Custom Email and a Recurring
More informationAcclipse Document Manager
Acclipse Document Manager Administration Guide Edition 22.11.2010 Acclipse NZ Ltd Acclipse Pty Ltd PO Box 2869 PO Box 690 Level 3, 10 Oxford Tce Suite 15/40 Montclair Avenue Christchurch, New Zealand Glen
More informationKaseya Server Instal ation User Guide June 6, 2008
Kaseya Server Installation User Guide June 6, 2008 About Kaseya Kaseya is a global provider of IT automation software for IT Solution Providers and Public and Private Sector IT organizations. Kaseya's
More information