Adding Portals

You can add a portal for a specific client through that client's Client Profile window.

To add a new portal in the Client Profile window, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Client Manager under Clients.
2. Do one of the following:
   • Add a new client profile. See Adding a New Client for more information.
   • Open an existing client profile. See Editing a Client for more information.
3. Select Portal on the navigation panel.
4. Select Enable portal to set up a new portal.
5. Enter information about the new portal in the Portal management section as needed.

Component	Description
Portal administrator's email address	Enter the email address of the client user who will be responsible for managing the portal at the client's firm.
Active	Select this check box to activate the portal.
File expiry	Select a unit of time from the list, and then enter the number of units that should pass before files uploaded to the portal expire.

6. In the Portal firm user access list section, select at least one firm user who should have access to the portal.
   1. Click Select users in the Portal firm user access list section to open the Select Users window.
   2. Do any of the following as needed:
      • Assign individual firm users to the portal. Select a name in the Available users box, and then click Add.

        Note: If needed, you can search for a specific user by typing the name of the user in the search box. As you type, the auto-suggest feature will list possible matches. You can then select the user, and then click Add to move the user to the Assigned users section.

      • Assign all firm users to the portal. Click Add all.
      • Unassign individual firm users to the portal. Select a user name in the Assigned users section, and click Delete.
      • Unassign all firm users from the portal. Click Delete all.
   3. Click OK.

   Note: You can remove a firm user from the Portal firm user access list by selecting the user's name in the list, and then clicking Delete user.

7. Select the Approver check box for at least one firm user, if one is not already selected. The approver is a firm user who is responsible for approving files uploaded by clients to the portal.
8. To select a different folder template A predefined folder structure that you can use to organize files for an entity. for the portal, click the expand button for the Portal folder templates section, and then select the Subscribe check box next to the folder template to be used for the portal. Only one folder template can be selected for each portal.
9. Click the expand button for the Portal folder preview section if you want to create or edit the custom folders set up for the client.

   Option	Description
   Add Custom Folder	Creates a new custom folder in the selected folder.
   Rename Custom Folder	Opens the window where you can rename the selected custom folder.
   Delete Custom Folder	Permanently removes the selected custom folder.
   Change Custom Folder Color	Opens the Select folder color window so you can apply a color to the selected custom folder.

10. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.