Best Practices

To help you work in Portal, we suggest the following best practices:

• Bookmark the Portal login page in Internet Explorer^® so you can quickly access your portal.
• If you log in to Portal on a shared computer, do not select the Remember me or Remember my password check boxes. Click Forget Me on the log in window to ensure your login credentials are removed when you log out of the portal.
• Before downloading files from Portal, configure Internet Explorer^® to prompt you before beginning file downloads.
  1. On the Internet Explorer^® Tools menu, select Internet options. The Tools menu might be indicated by a gear icon , depending on how Internet Explorer^® is configured.
  2. Click the Security tab.
  3. Click Custom level.
  4. In the Settings box, scroll to the Downloads group.
  5. Select Enable under File download.
  6. Click OK.
  7. Click OK again.
• Click the Refresh button above the Files and Folders section to get updated information about files on a portal. Do not use the Refresh button on your browser.
• If you are a portal user and the firm has provided you with a Client Area An optional portal space that a firm can provide to its client users. The client area is only accessible by portal users; firm users cannot access it. Portal users can use this area to collaborate on files before submitting them for upload to the Collaboration Area. If a Client Area was created for a portal, portal users will see a Client Area tab on the right side of the Portal home page., consider adding folders to this area to help organize your files.