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Applications and Features

    Documents

    • Add new documents
    • Edit documents
    • Delete documents
    • Searching the Document Manager
    • Document permissions
    • Manage folders
    • Creating Web Folders
    • Using Web Folders
    • Back up your entire Document Manager using Web Folders
    • Setting permissions for a document
      Calender

      • Viewing the Calendar
      • Printing the Calendar
      • Schedule meetings and events on the Calendar
      • Scheduling locations
      • Choosing participants and checking their availability
      • Tips on posting files with events
      • Invitations, notifications, and reminders
      • Editing and deleting events
      • About Calendar permissions
      • Share your Calendar with other members
      • Customizing Calendar settings (administrators only)
      • Customizing personal Calendar settings
      Contacts

      • View contacts
      • Add and manage contacts
      • Log contact activity
      Discussions

      • Starting a new discussion
      • Discussions permissions
      • Finding what you want in Discussions
      Announcements

      • Adding new announcements
      • Notifying members of new announcements
      • Editing, Moving and Deleting announcements
      Expense Reports

      • Setting up Expense Reports at your company
      • Expense Report settings

      Members

      • Creating member groups
      • Member Permissions
      Polls

      • Creating a poll
      • Voting in a poll

      Tasks

      • Managing tasks
      • Viewing Tasks

     

      
    Documents Top


    • Add new documents


      Post new files on your site via your web office or via Web Folders.

    • Edit documents

      Learn the simplest way to check out a document for editing from your web office using Web Folders.

    • Delete documents

      Delete files on your site via your web office or through Web Folders.

    • Search documents

      Find documents by title, keywords, filename, and description. You can even search on the contents of all files uploaded to the Document Manager.

    • Set document permissions

      Control who has access to the documents you post. Choose one of four permissions levels for the folders where your documents are filed.

    • Manage folders

      Add, edit, move, or delete the folders where you file your documents.

      
    Calender Top


    • Viewing your calendar

      *
      Accessing the calendar
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      Switching calendar views
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      Day view
      *
      Week view
      *
      Month view

    • Printing the calendar

    • Schedule meetings and events: an overview

      *
      How to add a new event
      *
      Scheduling recurring events

    • Schedule participants

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       Inviting members and groups to a meeting
      *
       Checking for schedule conflicts
      *
       Making sure your availability status is accurate
      *
       Inviting members and groups to a meeting
      *
       Setting attendance as Required or Optional
      *
       Scheduling events with members in different time zones

    • Meeting invitations and notifications

      *
      Sending meeting invitations
      *
      Sending event notifications
      *
      Managing your invitations
      *
      Checking to see who's coming to a meeting
      *
      Sending a link to a Calendar event

      
    Contacts Top


    • View contacts

      Learn how to use the contacts application, find out who the contacts are, and send emails to contacts

    • Add new contacts


      Enter names and numbers for all the people you need to keep in touch with. You can create personal or group contacts

    • Log contact activity


      Use the activity log to track phone calls and meetings with each contact in your site.

    • Edit contact information


      Change the details about existing contacts.

    • Delete contacts


      Permanently remove contacts from your site
      
    Discussion Top


    • Start a new discussion

      Create new online discussions and make changes, if necessary

    • Manage discussion forums

      Message threads, or topics, are organized into forums to enable focused group discussion. Find out how to manage the forums

      
    Announcement Top


      The Announcements section is where you can post news and pictures for your group. It appears on your web office home page where members can see it. Announcements can be organized in folders or created individually. Use folders to categorize announcements that you wish to see grouped together


      Folders are sorted in alphabetical order; announcements without a folder are displayed at the top, newest and urgent announcements first. Folders containing either new or urgent announcements (appearing in red) will display an indicator, so that members see them right away. To read an announcement's full story, click the linked headline. The duration announcements are marked "new" for can be configured. To learn more, click here.

      The Announcements application contains a rich text editor, enabling you to create customized announcements and newsletters for your group. You can cut and paste documents and web graphics into the editor or you can design your announcements directly in the rich text editor. Font sizes and colors, margin settings, even tables and pictures will all appear right in your website.

      
    Expense Reports Top


      *
      Setting up expense reports for your company
      *
      Creating a new expense report
      *
      Viewing reports by type
      *
      Editing expense reports
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      Deleting expense reports
      *
      Printing expense reports
      *
      Editing expense report options


    • Expense Reports allow you to create a form of your work-related expenses from your site and submit them to your accounting department for reimbursement. Only you will be able to view your reports.

      The Expenses application allows you to:

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      Create and maintain drafts of expense reports
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      Track the status of certain expenses
      *
      View summary reports of all expenses by type
      
    Members Top

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    Seeing who the members are
    *
    About member profiles
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    Inviting people to become members
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    Adding new members
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    Sending email to members
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    Changing member information
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    Posting member photos
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    Notifying members of updates
    *
    Deleting members
      
    Task Top


    • View tasks


      Learn where to view tasks and who may view them.

    • Create new tasks


      You can create personal action items or assign tasks to the members or groups of your choice

    • Edit or delete tasks


      Make changes to existing tasks or delete items in your task list