Clintegrity File Manager User Guide Table of Contents
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Nuance® Clintegrity™ File Manager File Manager User Guide 18.1 Release Client Support Phone: 800.892.5049 Fax: 877.238.2776 Web Portal: http://www.nuance.com/support/index.htm Government Programs Support Phone: 800.257.0512 Self-Service Support: https://www.nuance.com/gov/support Proprietary Statement This material constitutes proprietary and trade secret information and shall not be disclosed to any third party, nor used by the recipient except under the terms and conditions prescribed by Nuance Communications, Inc. Copyright Statement © 2018 Nuance Communications, Inc. All rights reserved. Nuance, the Nuance logo, and Clintegrity are trademarks and/or registered trademarks of Nuance Communications, Inc., and/or its subsidiaries in the United States and/or other countries. All other trademarks are properties of their respective owners. Table of Contents Clintegrity File Manager User Guide Table of Contents 18.1 Release What’s New . xi About This Guide . xiii Chapter 1 About Clintegrity File Manager What is File Manager? . .1 File Manager Filing Cabinet. .1 About Setting Up File Manager . .2 Chapter 2 Getting Started Enable Clintegrity Keystrokes in Flat Panel Monitors . .3 Configuring Your Browser. .4 How to … Set Standard Browser Settings . 4 Configure Security Settings . 5 Set Print Page Options . 10 Set Recommended Options . 10 Set Custom Links . 11 Signing In . .12 How to … Start the Clintegrity Application . 12 Standard Sign In. 13 First Time Sign In . 13 Rules for Creating Passwords . 14 Reset Password . 14 Changing Password from the Home Page . 15 Password Settings . 16 Get Help Signing In . 16 i Clintegrity File Manager User Guide Configuring Users. 16 Chapter 3 Clintegrity User Interface Best Practices . 19 How to … Sign Out . 19 Close Pop-Up Windows . 20 Disable Supplemental Toolbars . 20 Avoid Navigating with Browser Arrows . 20 Navigating With Links. 21 Clintegrity Links. 21 File Manager-Specific Links . 21 Other Ways to Navigate . 22 Working in Clintegrity. 23 How to … Use Windows . 23 Keep Focus. 23 Locate Item in Drop-Down Box . 24 Enter Data in Fields. 25 Use Lookup Tables . 25 Entering Dates . 26 Move Text . 27 Expand Lists . 27 Sort Columns . 27 Select Options. 28 Using Online Help . 29 How to … Access Online Help. 29 Navigate in Online Help . 30 Search in Online Help . 30 Exit Online Help . 31 Chapter 4 User Preferences How to … Set Up User Preferences . 33 Chapter 5 Using Clintegrity File Manager Working with Documents. 35 ii Table of Contents About Searching for Documents. .37 How to … Search for and Select Documents . 37 About Working in the Document Viewer. .38 How to … Zoom (Use the Rubber Band Tool) . 41 Copy or Move a File . 42 Paginate or Reorder Document Pages. 43 Fax a Document . ..