Viewing Portal Storage Details
To view storage details for all of the client portals you have created, do the following:
- Open Dashboard, click on the navigation panel, and then click Settings and defaults under Firm.
- Select Portal > Storage Details on the navigation panel.
- Review the information in the window as needed.
- Click OK.
Tell me about the information that displays in the grid.
Portal Area Name |
Displays the client's name. If you have licensed the ability to create client areas, the client name displays twice. |
License Type |
Indicates the license type for the portal |
Storage Area |
Indicates if the storage area is a collaboration area (a space used by both the firm and the client) or a client-only area. |
Space Allocated |
Indicates the space limit applied to a client area. This column is blank for collaboration areas. |
Space Used |
Indicates the total amount of space currently in use in the portal area. |
Number of Files |
Indicates how many files are currently in the portal area. |