OfficeClip Online Help

Table of ContentsGeneral InformationAbout this Reference ManualConventions used in this ManualAbout OfficeClipThe OfficeClip ComponentsOffice PortalDesktopContactsIssue TrackerTime and ExpensesProjectsExtranetTagsScheduled ReportsGetting StartedLogging on to OfficeClipOfficeClip InterfaceOfficeClip SetupOverviewSite ManagementManage Site InformationManage Site ParametersChange Regional SettingsManage Site LabelsManage Site HolidaysManage Site Document SpaceUpdate Site IDsManage Site PresentationSetup Site HeaderLogin Screen SetupManage LetterheadsManage Email TemplatesManage Site Privileges and ApplicationsManage Site Administrators and UsersManage Site AdministratorsRemove Site UsersManage Site ApplicationsManage Site Applications AccessLogin to OfficeClip SQL ServerManage Site LicenseLicense Information and RenewalRenew License InformationRequest New LicenseDownload Latest PatchesOrganization ManagementIconsManage Organization Roles and PrivilegesManage Organization RolesManage User RolesManage Organization AdministratorsCreate a New RoleManage Role PrivilegesManage Users for a RoleManage Organization Applications and AccessManage Organization ApplicationsManage Organization UsersModify User InformationReset User PasswordAdd or Remove User from OrganizationManage Organization InformationCreate New OrganizationRemove OrganizationRename OrganizationChange Organization TimezoneManage Organization DivisionPersonal ProfileManage OfficeClip PasswordManage Personal PreferencesManage Personal DetailConfiguring the Pay Period in the Personal Detail SectionAccountsOverviewUnderstanding OfficeClip AccountsUsing AccountsCreating a New AccountBulk OptionsEditing AccountsTracking TimePermissions and Ownership of AccountsUsing ChildrenTasksHistoryContactsIssuesAppointmentsEmailsDocumentsNotesOpportunitiesRelationshipsSearching and Filtering AccountsSearch and SortFiltersCreating ReportsPre-Defined ReportsUser-Defined ReportsTrack Time ReportsImporting and Exporting AccountsImportExportAccount TagsShared ItemsAccounts AdministrationIconsFixed FieldsConfiguring List FieldsUser-Defined FieldsField TypeMandatory FieldsRestricting a Field Edit-ability by RoleConfiguring List FieldsChild ObjectsRename SectionsRulesPosition FieldsRelationshipsAddress BookOverviewUsing Address BookAccessing Address BookCreating Address BooksSearching Address BookImportImporting from CSV and vCard filesImporting from LDAP fileAccessing Address ListNew AddressAnnouncementsUsing AnnouncementsAccess AnnouncementsAdd an AnnouncementArchived AnnouncementsBookmarksUsing BookmarksAccess BookmarksAdd a BookmarkCalendarOverviewAccessing and Using CalendarCreating EventsAccepting RSVP'sImport and Export CalendarShared ItemsAdministration of the CalendarResource ManagementOrganization ProfilePersonal ProfileCampaignsOverviewUnderstanding OfficeClip CampaignsUsing CampaignsNew CampaignsCampaign DesignSending CampaignsMail Merge CampaignsCampaign TagsRelationshipsContactsOverviewUnderstanding OfficeClip ContactsUsing ContactsCreating a New ContactBulk OptionsEditing ContactsTracking TimePermissions and Ownership of ContactsUsing ChildrenTasksHistoryCampaignsIssuesAppointmentsDocumentsNotesRelationshipsSearching and Filtering ContactsSearch and SortFiltersReportsPre-Defined ReportsUser-Defined ReportsTrack Time ReportsScheduled ReportsImporting and Exporting ContactsImportExportContact TagsShared ItemsContacts AdministrationIconsFixed FieldsConfiguring List FieldsUser-Defined FieldsField TypeMandatory FieldsRestricting a Field Edit-ability by RoleConfiguring List FieldsChild ObjectsRename SectionsPublish Input FormsRulesPosition FieldsRelationshipsDuplicatesDocumentsOverviewUsing DocumentsAccessing DocumentsDocument AttributesCreating FoldersUploading DocumentsModifying Documents/FoldersMoving and Copying Documents and FoldersShared ItemsDeleting Documents and FoldersRenaming Documents and FoldersSearching DocumentsLocking and Unlocking DocumentsAdministration of DocumentsApplication DocumentsBulk UploadEmailOverviewUsing EmailAccessing EmailComposing EmailsCreating Email AccountsWorking with Various Email ServersEmail FoldersSearching EmailEmail OptionsExpensesOverviewUnderstanding OfficeClip ExpensesCurrencyUsing ExpenseCreating an ExpenseInbox/Outbox PortletExporting ExpensesGenerating Expense ReportsExpense ReportsOther ReportsExampleArchiving ExpensesReimbursementsShared ItemsExpense AdministrationEditing Fields to Create AliasesSetting up Expense ProfilesSetting up Expense WorkflowAdding Expense TypesSetting up Default CurrencyManaging User's Expense sheetsRerouting Expense sheetsAllocating Projects to UsersUsersExtranetOverviewUnderstanding ExtranetExtranet FeaturesAccessing ExtranetAdding Extranet UsersManaging Extranet UsersCreating Extranet ItemsSharing Group Events in CalendarSharing DocumentsSharing Expense ReportsCreating Knowledge BaseCreating Issue Capture FormSharing Timesheet ReportsSharing Contact Manager ReportsSharing Accounts ReportsSharing Opportunities ReportsSharing Projects ReportsEditing Extranet List ItemsTesting ExtranetAdministration of Extranet OptionsForumsUsing ForumsAccess ForumsCreate a ForumAdd a TopicReply to a TopicSearching ForumsHome PageOverviewUnderstanding OfficeClip Home PageUsing Home PageAccessing Home PageManage PortletsReset DashboardInvoicesOverviewUnderstanding OfficeClip InvoicesUsing InvoicesCreating a New InvoiceInvoice ListViewing an InvoiceBuyer Invoice PortalInvoice AdministrationProfileTaxesTermsPaymentTemplateItemsIssue TrackerOverviewUnderstanding OfficeClip Issue TrackerGeneral ConceptsUser Defined FieldsRulesEmail CaptureUsing Issue TrackerCreating and Editing IssuesTracking TimeSearching and Filtering IssuesSimple SearchFiltersReportsImport and ExportImporting Issues from ocXML fileImporting Issues from a CSV fileExporting Issues to XMLExporting Issues to CSV fileIssue Tracker AdministrationIconsCreating BindersShared ItemsFixed FieldsConfiguring List FieldsUser-Defined FieldsOptionsRulesBulk ProcessingEmail CaptureNewsfeedsUsing NewsfeedsAccess NewsfeedsAdding a NewsfeedEdit a NewsfeedDelete a NewsfeedNotesUsing NotesAccess NotesAdd a NoteOpportunitiesOverviewUnderstanding OfficeClip OpportunitiesUsing OpportunitiesCreating a New OpportunityBulk OptionsEditing OpportunitiesPermissions and Ownership of OpportunitiesUsing ChildrenTasksHistoryAppointmentsDocumentsNotesRelationshipsSearching and Filtering OpportunitiesSearchFiltersCreating ReportsPre-Defined ReportsUser-Defined ReportsTrack Time ReportsOpportunity TagsShared ItemsOpportunities AdministrationIconsFixed FieldsConfiguring List FieldsUser-Defined FieldsField TypeMandatory FieldsRestricting a Field Edit-ability by RoleConfiguring List FieldsChild ObjectsRename SectionsRulesPosition FieldsContact RolesRelationshipsPhoto AlbumUsing Photo AlbumAccess Photo AlbumCreating an AlbumAdd Photos to an AlbumDeleting PhotosDeleting an AlbumViewing an AlbumPollsUsing PollsAccess PollsAdding a PollVote in a PollArchive a PollDelete a PollClose a PollProjectsOverviewUnderstanding OfficeClip ProjectsAccessing ProjectsCreating AccountsCreating ProjectsModifying Account ListsModifying a ProjectImporting and Exporting ProjectsShared ItemsAdministration of ProjectsAllocating ProjectsAllocating UsersPunch ClockOverviewUsing Punch Clock Input ScreenViewing/Editing Punch TimeExporting Punch ClockPunch Clock AdministrationSetting PermissionsTasksOverviewUsing TasksAccessing TasksCreating TasksFiltering TasksTracking TimeImport and ExportTimesheetOverviewUnderstanding OfficeClip TimesheetProxyUsing TimesheetCreating a TimesheetInbox/Outbox PortletExporting TimesheetImporting TrackTimeReportsGeneral ReportsOther ReportsShared ItemsTimesheet AdministrationEditing Fields to Create AliasesSetting up the Timesheet ProfilesSetting up Workflow - RoutingAdding Service ItemsConfiguring Billing RatesDefining Rules for the timesheetsCombining rulesEditing rulesDefining Payroll CategoriesManaging User's timesheetsRerouting timesheetsAllocating Projects to UsersUsersTime OffOverviewAccruals ExplainedScenariosUsing Time OffRequesting a new time offArchiving Time Off RequestsApproving Time Off RequestsTime off CalendarReportsTime Off AdministrationAssign ApproverCategoriesAccrualsSet UsersUsersOverviewUsing UsersAccessing UsersManaging UsersModifying User DetailsSearching UsersImport and ExportImporting Users from CSV filesImporting Users from vCard filesImporting Users from LDAP filesExport Users to CSV or vCard fileCreating User Notices