Publishing Files to a Portal

If your firm licenses Portal, you can publish files to client portals from within Document. Portals are a secure way to exchange documents and information with your clients. Files to be published must be checked in and cannot already be published to a portal.

Note: See the Administration Manager Help files for information about creating portals.

Click a link below for instructions on publishing files to portal.

ClosedPublish a file that is already in Document to a client portal. 

  1. ClosedLocate the file in Document CentralClosed The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities..
    • Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
    • Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
  2. Right-click the file and select Publish.

    3. Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.

  3. Make your Closedselections in the Publish window.
  4. Click Publish to submit the file for publishing to the portal.

ClosedPublish a file to a portal when the file is added to Document.

  1. Click Add Files  on the Document Central button bar.
  2. Select options in the Select entity and storage folder and the Set file properties sections as needed. These options allow you to add the file to Document. See Using the Add Files Window for more information about these sections.
  3. Select the appropriate Portal options in the ClosedOptions section. These options are only available if a portal has been created for the client.
  4. Select the files to upload by doing one of the following:
    • Click Browse for Files. Select the file to be uploaded, and then click Open.
    • Without closing Document, open Windows Explorer. Locate the file to be uploaded, and drag the file to the Entity tab in the Add Files window.
  5. Click Upload Selected Files.
  6. Click Close once the upload has completed.