Creating Multiple Portals at One Time with the Batch Portal Creation Window

Firm administrators can create portals in batches using the Batch Portal Creation window. Creating portals in batches can save you time. You can enter information for multiple new portals in a single place, and then simultaneously create multiple portals.

Note: This method of creating portals requires that a firm administrator perform the data entry needed to create the new portal. Depending on your needs, it may be more efficient to create portals with the batch portal creation template. See Creating Portals in Batches with a Template for more information.

To create portals in the Batch Portal Creation window, do the following:

1. After logging in to your portal, click the Administration tab on the navigation panel.
2. Click Setup > Manage portal on the Administration tab.
3. Click Batch Portal Creation.
4. Select No when the system asks if you want to import a template.
5. If needed, select Disable email notifications when portals are created. Selecting this box deactivates notifications for the new portals. This can be helpful if you want to set up the portals, upload a welcome message, or provide instructions before the client is informed that a portal exists.

Important: Selecting this option also prevents the Portal Administrator from receiving a login ID and password email.

6. Click into the grid and enter information for each portal. The minimum required information for each portal is a portal name, an email address for the portal administrator, and a folder template. Tell me more about the columns in the grid.

   Column	Description
   Status	After you click Evaluate, this field displays icons that indicate whether a portal can be created successfully.
   Portal Name	Enter a name for the new portal.
   Client ID	Enter the client ID for the client that you are creating the portal for. The client ID is used to link the portal to your other Wolters Kluwer applications.
   Client Sub ID	Enter the client sub-ID for the client, if one has been assigned. Note: A client ID is required when a client sub-ID is assigned.
   Portal Admin's Email	Enter the email address for the person who will serve as the client's portal administrator.
   Folder Template	Select the folder template to be used for the client's portal.
   Client Area	Select this box if a client-only area should be created within the portal.
   Client Area Size	If you selected the Client Area box, enter a number to indicate how large (in megabytes) the client area should be.
   Active	Leave this box selected to make the portal available when it is created, or clear the box if you want to make the portal available at a later time.
   File Expiration Period and File Expiration Unit	Use these two columns together to indicate the amount of time after upload before a file expires. Enter a number in the File Expiration Period column, and then select the unit of time in the File Expiration Unit column.
   Access Groups	Select the access groups that should have access to the portal.
   Grant Approval Rights to All	Select this option if all firm users with access to the portal should also have rights to approve files uploaded to the portal.

7. If you have more portals to create, click Add at the end of a row to create a new blank row in the grid.

Note: You can delete a row from the table by clicking Remove at the end of that row.

8. Repeat the previous two steps as necessary until all the new portals have been added to the list.
9. Click Evaluate to check for errors that must be resolved before the portals can be created. The icons in the Status column indicate whether you can proceed with creating the portals.

Icon	Description
Valid Status	There are no errors or problems to prevent successful portal creation.
Warning	The portal can be created, but there are issues that may prevent full access to data or functionality in the new portal. Hover the pointer over the icon to view more details about these issues.
Error	Errors exist for this portal that will prevent the portal from being created. You will be unable to create any of portals in the list until these errors are resolved. Hover the pointer over the icon to display more information about the errors that must be resolved before the portal can be created.

10. If needed, resolve any errors, and then repeat the previous step to verify that there are no additional errors that will prevent the portals from being created.
11. When all errors have been resolved, click Continue to create the portals.
12. Select Yes if you want to download a process log, or No if you do not want to download the log. A process log lists the date and time that each new portal was created. If a portal was not created successfully, it also lists the reason for the failure.
13. If you selected Yes on the previous step, enter a file name for the log, select a location where the file should be saved, and then click Save.