Viewing the Files Published to a Portal

You can view the files published to a client's portal using the Portal node in Document. The Portal node displays in the navigation pane for each client who has a portal. If you expand the Portal node, you can view the folder structure that is visible to your client in Portal. You can access and work with files that are published to a Portal in the same way that you work with other published files stored in Document.

Show me an example of a Portal node.

Notes:

• Only files in the Portal Collaboration Area The Portal storage space shared by firm users and portal users. For firm users, the Collaboration Area is the only Portal storage space that is accessible. Portal users may also have access to a Client Area, depending on how the firm has set up the portal. can be viewed in Document. Files in a portal's Client Area An optional storage area in Portal that is accessible only to clients. Clients can upload files to the Client Area for internal review before uploading them to the firm. If a client area was created for a portal, that portal's users will see a Client Area tab on the right side of the Portal home page. are visible only to portal users at the client company.
•  The files that are in the Portal node are also listed in the Document client node. If you check out a file in one node, it also will be checked out in the other node. You can perform the same tasks on a file in the Portal node that you can perform on the file in the Document client node.

Tip: Portals are created and managed in the Client Manager, which is usually accessed through Dashboard. You can open the client profile from Document by right-clicking a portal node or folder and selecting Manage Portal.

To view the list of files that have been published to a client's portal, do the following:

1. Locate and select the client on the navigation panel.
2. Click the arrow next to client's name to expand the folder structure for the client.
3. Select Portal in the folder structure. All files published to the client's portal display on the File List tab.

Note: If you do not see the Portal node in the file structure, verify that a portal has been created for the client and that you have permission to access files in the portal. If the Portal node displays in gray italic text, the portal has been created but is not active.

4. Do any of the following as needed to find a specific file:
   • To view all files published on the portal, click Portal for the client in the navigation pane. All files published to the portal are displayed on the File List tab.

   Notes: 

   • If no Portal node displays, verify that a portal has been created for the client and that you have been given permission to access files for the client. Files that have been submitted for publication but have not been approved will not be visible in the Portal node.
   • The Portal node will display in gray italic text if the portal has been created but is not active.
   • Click the arrow next to the Portal node to view the folder template for the portal. Click on a folder in the template to view the list of files in that folder on the File List tab.