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.
Click a link below for instructions on publishing files to portal.
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.
Select Read if the file should be available for viewing, but not editable. Select Edit if the file should be editable. Note: If you edit a file that is published to a portal, the version number is incremented when you save the changes to Document. This ensures that you always have a true version history for a file.
Folder Path
Select a storage folder where the file should be published in the portal.
Comments
Enter comments about the file as needed.
Click Publish to submit the file for publishing to the portal.
Click Add Files on the Document Central button bar.
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.
Select the appropriate Portal options in the Options section.
These options are only available if a portal has been created for the client.
Field
Description
Publish to Portal
Select this option if the selected client has a portal, and the files you are uploading should be published to the portal.
Portal edit mode
Select whether the file should be read-only or editable. Note: If you edit a file that is published to a portal, the version number is incremented when you save the changes to Document. This ensures that you always have a true version history for a file.
Portal folder
Select the portal folder the document will be published to.
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.
Publish a file that is already in Document to a client portal.