OfficeClip Reference Manual

Table of Contents

1. General Information
1.1. About this Reference Manual
1.2. Conventions used in this Manual
1.3. About OfficeClip
1.3.1. The OfficeClip Components
1.3.1.1. Office Portal
1.3.1.2. Desktop
1.3.1.3. Contacts
1.3.1.4. Issue Tracker
1.3.1.5. Time and Expenses
1.3.1.6. Projects
1.3.1.7. Extranet
1.3.2. Tags
1.3.3. Scheduled Reports
1.4. Getting Started
1.4.1. Logging on to OfficeClip
1.4.2. OfficeClip Interface
2. OfficeClip Setup
2.1. Overview
2.2. Site Management
2.2.1. Manage Site Information
2.2.1.1. Manage Site Parameters
2.2.1.2. Manage Site Presentation
2.2.2. Manage Site Privileges and Applications
2.2.2.1. Manage Site Administrators and Users
2.2.2.2. Manage Site Applications
2.2.3. Manage Site License
2.2.3.1. License Information and Renewal
2.3. Organization Management
2.3.1. Icons
2.3.2. Manage Organization Roles and Privileges
2.3.2.1. Manage Organization Roles
2.3.2.2. Manage Organization Applications and Access
2.3.3. Manage Organization Users
2.3.3.1. Modify User Information
2.3.3.2. Reset User Password
2.3.3.3. Add or Remove User from Organization
2.3.4. Manage Organization Information
2.3.4.1. Create New Organization
2.3.4.2. Remove Organization
2.3.4.3. Rename Organization
2.3.4.4. Change Organization Timezone
2.3.4.5. Manage Organization Division
2.4. Personal Profile
2.4.1. Manage OfficeClip Password
2.4.2. Manage Personal Preferences
2.4.3. Manage Personal Detail
2.4.3.1. Configuring the Pay Period in the Personal Detail Section
3. Accounts
3.1. Overview
3.2. Understanding OfficeClip Accounts
3.3. Using Accounts
3.3.1. Creating a New Account
3.3.2. Bulk Options
3.3.3. Editing Accounts
3.3.3.1. Tracking Time
3.3.3.2. Permissions and Ownership of Accounts
3.3.3.3. Using Related Information
3.3.4. Searching and Filtering Accounts
3.3.4.1. Search and Sort
3.3.4.2. Filters
3.3.5. Creating Reports
3.3.5.1. Pre-Defined Reports
3.3.5.2. User-Defined Reports
3.3.5.3. Track Time Reports
3.3.6. Importing and Exporting Accounts
3.3.6.1. Import
3.3.6.2. Export
3.3.7. Account Tags
3.3.8. Shared Items
3.4. Accounts Administration
3.4.1. Icons
3.4.2. Fixed Fields
3.4.2.1. Configuring List Fields
3.4.3. User-Defined Fields
3.4.3.1. Field Type
3.4.3.2. Mandatory Fields
3.4.3.3. Restricting a Field Edit-ability by Role
3.4.3.4. Configuring List Fields
3.4.4. Child Objects
3.4.5. Rename Sections
3.4.6. Rules
3.4.7. Position Fields
3.4.7.1.
4. Address Book
4.1. Overview
4.2. Using Address Book
4.2.1. Accessing Address Book
4.2.2. Creating Address Books
4.2.3. Searching Address Book
4.2.4. Import
4.2.4.1. Importing from CSV and vCard files
4.2.4.2. Importing from LDAP file
4.2.5. Accessing Address List
4.2.6. New Address
5. Announcements
5.1. Using Announcements
5.1.1. Access Announcements
5.1.2. Add an Announcement
5.1.3. Archived Announcements
6. Bookmarks
6.1. Using Bookmarks
6.1.1. Access Bookmarks
6.1.2. Add a Bookmark
7. Calendar
7.1. Overview
7.2. Accessing and Using Calendar
7.2.1. Creating Events
7.2.2. Accepting RSVP's
7.2.3. Import and Export Calendar
7.2.4. Shared Items
7.3. Administration of the Calendar
7.3.1. Resource Management
7.3.2. Organization Profile
7.3.3. Personal Profile
8. Campaigns
8.1. Overview
8.2. Understanding OfficeClip Campaigns
8.3. Using Campaigns
8.3.1. New Campaigns
8.3.2. Campaign Design
8.3.3.
8.3.4. Sending Campaigns
8.3.5. Mail Merge Campaigns
8.3.6. Campaign Tags
8.3.6.1.
9. Competitors
9.1. Overview
9.2. Understanding OfficeClip Competitors
9.3. Using Competitors
9.3.1. Creating New Competitor
9.3.2. Editing Competitors
9.3.3. Searching and Filtering Competitors
9.3.3.1. Search
9.3.3.2. Filters
9.3.4. Creating Reports
9.3.4.1. Pre-Defined Reports
9.3.4.2. User-Defined Reports
9.4. Competitor Administration
9.4.1. Icons
9.4.2. Fixed Fields
9.4.2.1. Configuring List Fields
9.4.3. User-Defined Fields
9.4.3.1. Field Type
9.4.3.2. Mandatory Fields
9.4.3.3. Restricting a Field Edit-ability by Role
9.4.3.4. Configuring List Fields
9.4.4. Child Objects
9.4.5. Position Fields
9.4.5.1.
10. Contacts
10.1. Overview
10.2. Understanding OfficeClip Contacts
10.3. Using Contacts
10.3.1. Creating a New Contact
10.3.2. Bulk Options
10.3.3. Daily Call List
10.3.3.1. Creating Daily Call List
10.3.3.2. Using Daily Call List
10.3.4. Editing Contacts
10.3.4.1. Tracking Time
10.3.4.2. Permissions and Ownership of Contacts
10.3.4.3. Using Related Information
10.3.5. Searching and Filtering Contacts
10.3.5.1. Search and Sort
10.3.5.2. Filters
10.3.6. Reports
10.3.6.1. Pre-Defined Reports
10.3.6.2. User-Defined Reports
10.3.6.3. Track Time Reports
10.3.6.4. Scheduled Reports
10.3.7. Importing and Exporting Contacts
10.3.7.1. Import
10.3.7.2. Export
10.3.8. Contact Tags
10.3.9. Shared Items
10.4. Contacts Administration
10.4.1. Icons
10.4.2. Fixed Fields
10.4.2.1. Configuring List Fields
10.4.3. User-Defined Fields
10.4.3.1. Field Type
10.4.3.2. Mandatory Fields
10.4.3.3. Restricting a Field Edit-ability by Role
10.4.3.4. Configuring List Fields
10.4.4. Child Objects
10.4.5. Rename Sections
10.4.6. Publish Input Forms
10.4.7. Rules
10.4.8. Position Fields
10.4.8.1.
10.4.9. Duplicates
11. Documents
11.1. Overview
11.2. Using Documents
11.2.1. Accessing Documents
11.2.1.1. Document Attributes
11.2.2. Creating Folders
11.2.3. Uploading Documents
11.2.4. Modifying Documents/Folders
11.2.4.1. Moving and Copying Documents and Folders
11.2.5. Shared Items
11.2.5.1. Deleting Documents and Folders
11.2.5.2. Renaming Documents and Folders
11.2.6. Searching Documents
11.2.7. Locking and Unlocking Documents
11.3. Administration of Documents
11.3.1. Application Documents
11.3.2. Bulk Upload
12. Email
12.1. Overview
12.2. Using Email
12.2.1. Accessing Email
12.2.2. Composing Emails
12.2.3. Creating Email Accounts
12.2.3.1. Working with Various Email Servers
12.2.4. Email Folders
12.2.5. Searching Email
12.2.6. Email Options
13. Expenses
13.1. Overview
13.2. Understanding OfficeClip Expenses
13.2.1. Currency
13.3. Using Expense
13.3.1. Creating an Expense
13.3.2. Inbox/Outbox Portlet
13.3.3. Exporting Expenses
13.3.4. Generating Expense Reports
13.3.4.1. Expense Reports
13.3.4.2. Other Reports
13.3.4.3. Example
13.3.5. Archiving Expenses
13.3.6. Reimbursements
13.3.7. Shared Items
13.4. Expense Administration
13.4.1. Editing Fields to Create Aliases
13.4.2. Setting up Expense Profiles
13.4.3. Setting up Expense Workflow
13.4.4. Adding Expense Types
13.4.5. Setting up Default Currency
13.4.6. Managing User's Expense sheets
13.4.6.1. Rerouting Expense sheets
13.4.7. Allocating Projects to Users
13.4.8. Users
14. Extranet
14.1. Overview
14.2. Understanding Extranet
14.2.1. Extranet Features
14.2.2. Accessing Extranet
14.2.3. Adding Extranet Users
14.2.4. Managing Extranet Users
14.2.5. Creating Extranet Items
14.2.5.1. Sharing Group Events in Calendar
14.2.5.2. Sharing Documents
14.2.5.3. Sharing Expense Reports
14.2.5.4. Creating Knowledge Base
14.2.5.5. Creating Issue Capture Form
14.2.5.6. Sharing Timesheet Reports
14.2.5.7. Sharing Contact Manager Reports
14.2.5.8. Sharing Accounts Reports
14.2.5.9. Sharing Opportunities Reports
14.2.5.10. Sharing Projects Reports
14.2.6. Editing Extranet List Items
14.2.7. Testing Extranet
14.3. Administration of Extranet Options
15. Forums
15.1. Using Forums
15.1.1. Access Forums
15.1.2. Create a Forum
15.1.3. Add a Topic
15.1.4. Reply to a Topic
15.1.5. Searching Forums
16. Home Page
16.1. Overview
16.2. Understanding OfficeClip Home Page
16.3. Using Home Page
16.3.1. Accessing Home Page
16.3.2. Manage Portlets
16.3.3. Reset Dashboard
17. Invoices
17.1. Overview
17.2. Understanding OfficeClip Invoices
17.3. Using Invoices
17.3.1. Creating a New Invoice
17.3.2. Invoice List
17.3.3. Viewing an Invoice
17.3.4. Buyer Invoice Portal
17.4. Invoice Administration
17.4.1. Profile
17.4.2. Taxes
17.4.3. Terms
17.4.4. Payment
17.4.5. Template
17.4.6. Items
18. Issue Tracker
18.1. Overview
18.2. Understanding OfficeClip Issue Tracker
18.3. General Concepts
18.3.1. User Defined Fields
18.3.2. Rules
18.3.3. Email Capture
18.4. Using Issue Tracker
18.4.1. Creating and Editing Issues
18.4.2. Tracking Time
18.4.3. Searching and Filtering Issues
18.4.3.1. Simple Search
18.4.3.2. Filters
18.4.4. Reports
18.4.5. Import and Export
18.4.5.1. Importing Issues from ocXML file
18.4.5.2. Importing Issues from a CSV file
18.4.5.3. Exporting Issues to XML
18.5. Issue Tracker Administration
18.5.1. Icons
18.5.2. Creating Binders
18.5.3. Shared Items
18.5.4. Fixed Fields
18.5.5. Configuring List Fields
18.5.6. User-Defined Fields
18.5.7. Options
18.5.8. Rules
18.5.9. Bulk Processing
18.5.10. Email Capture
19. Newsfeeds
19.1. Using Newsfeeds
19.1.1. Access Newsfeeds
19.1.2. Adding a Newsfeed
19.1.3. Edit a Newsfeed
19.1.4. Delete a Newsfeed
20. Notes
20.1. Using Notes
20.1.1. Access Notes
20.1.2. Add a Note
21. Opportunities
21.1. Overview
21.2. Understanding OfficeClip Opportunities
21.3. Using Opportunities
21.3.1. Creating a New Opportunity
21.3.2. Bulk Options
21.3.3. Editing Opportunities
21.3.3.1. Permissions and Ownership of Opportunities
21.3.3.2. Using Related information
21.3.4. Searching and Filtering Opportunities
21.3.4.1. Search
21.3.4.2. Filters
21.3.5. Creating Reports
21.3.5.1. Pre-Defined Reports
21.3.5.2. User-Defined Reports
21.3.5.3. Track Time Reports
21.3.6. Opportunity Tags
21.3.7. Shared Items
21.4. Opportunities Administration
21.4.1. Icons
21.4.2. Fixed Fields
21.4.2.1. Configuring List Fields
21.4.3. User-Defined Fields
21.4.3.1. Field Type
21.4.3.2. Mandatory Fields
21.4.3.3. Restricting a Field Edit-ability by Role
21.4.3.4. Configuring List Fields
21.4.4. Child Objects
21.4.5. Rename Sections
21.4.6. Rules
21.4.7. Position Fields
21.4.8. Contact Roles
21.4.8.1.
22. Photo Album
22.1. Using Photo Album
22.1.1. Access Photo Album
22.1.2. Creating an Album
22.1.3. Add Photos to an Album
22.1.4. Deleting Photos
22.1.5. Deleting an Album
22.1.6. Viewing an Album
23. Polls
23.1. Using Polls
23.1.1. Access Polls
23.1.2. Adding a Poll
23.1.3. Vote in a Poll
23.1.4. Archive a Poll
23.1.5. Delete a Poll
23.1.6. Close a Poll
24. Projects
24.1. Overview
24.2. Understanding OfficeClip Projects
24.2.1. Accessing Projects
24.2.2. Creating Accounts
24.2.3. Creating Projects
24.2.4. Modifying Account Lists
24.2.5. Modifying a Project
24.2.6. Importing and Exporting Projects
24.2.7. Shared Items
24.3. Administration of Projects
24.3.1. Allocating Projects
24.3.2. Allocating Users
25. Punch Clock
25.1. Overview
25.2. Using Punch Clock Input Screen
25.2.1. Viewing/Editing Punch Time
25.3. Exporting Punch Clock
25.4. Punch Clock Administration
25.4.1. Setting Permissions
26. Tasks
26.1. Overview
26.2. Using Tasks
26.2.1. Accessing Tasks
26.2.2. Creating Tasks
26.2.3. Filtering Tasks
26.2.4. Tracking Time
26.2.5. Import and Export
27. Timesheet
27.1. Overview
27.2. Understanding OfficeClip Timesheet
27.2.1. Proxy
27.3. Using Timesheet
27.3.1. Creating a Timesheet
27.3.2. Inbox/Outbox Portlet
27.3.3. Exporting Timesheet
27.3.4. Importing TrackTime
27.3.5. Reports
27.3.5.1. General Reports
27.3.5.2. Other Reports
27.3.6. Shared Items
27.4. Timesheet Administration
27.4.1. Editing Fields to Create Aliases
27.4.2. Setting up the Timesheet Profiles
27.4.3. Setting up Workflow - Routing
27.4.4. Adding Service Items
27.4.5. Configuring Billing Rates
27.4.6. Defining Rules for the timesheets
27.4.6.1. Combining rules
27.4.6.2. Editing rules
27.4.7. Defining Payroll Categories
27.4.8. Managing User's timesheets
27.4.8.1. Rerouting timesheets
27.4.9. Allocating Projects to Users
27.4.10. Users
28. Time Off
28.1. Overview
28.2. Accruals Explained
28.2.1. Scenarios
28.3. Using Time Off
28.3.1. Requesting a new time off
28.3.2. Archiving Time Off Requests
28.3.3. Approving Time Off Requests
28.3.4. Time off Calendar
28.3.5. Reports
28.4. Time Off Administration
28.4.1. Assign Approver
28.4.2. Categories
28.4.3. Accruals
28.4.4. Set Users
29. Users
29.1. Overview
29.2. Using Users
29.2.1. Accessing Users
29.2.2. Managing Users
29.2.3. Modifying User Details
29.2.4. Searching Users
29.2.5. Import and Export
29.2.5.1. Importing Users from CSV files
29.2.5.2. Importing Users from vCard files
29.2.5.3. Importing Users from LDAP files
29.2.5.4. Export Users to CSV or vCard file
29.2.6. Creating User Notices