Portal Integration Overview

You can use Portal to securely exchange files with your clients. You can publish files to a portal from within Document. You also can access files that clients upload to a portal from within Document.

Your firm administrator must configure Portal in Administration Manager. The workflow for configuring Portal is as follows:

1. Select the firm options. This step only needs to be performed once. The options can be changed at a later time.
   1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
   2. Click Portal on the navigation panel.
   3. Select each of the following in the navigation pane, selecting appropriate options on each window. Click in the upper-right corner of the window for more assistance, if needed.
      • Configurations
      • Email notifications
      • Email Queue
      • Firm EULA Setup
      • Firm Name and Logo
      • Folder Template
   4. Click OK.
2. Create portals for existing clients either individually or in batches. This step will be repeated as needed when your firm adds clients.
3. Set up portal users A person employed by, or who represents, the client. A portal user with permission to create other portal users is known as a portal administrator. Portal users can be created by portal administrators or firm administrators.. This step can also be performed by the portal administrator A portal user with permission to create other portal users. for each portal.

   Note: Portal administrators can view instructions for creating portal users in the Portal help file.

Also see Setting Up CCH Axcess™ Portal for a list of common administrative tasks you can perform for Portal in Administration Manager.