Finding a Portal

Most firm users People employed by, or who represent, the firm that is providing the portal. Firm users are created by firm administrators. and some portal users have access to multiple portals. If you have access to multiple portals, you must select the portal that you want to work with. You can find a specific portal by doing the following:

1. Click the Recent Portals tab in the navigation panel. 
2. Click the arrow next to the Portals label to expand the recent portals list. This list includes up to 50 of the most recently accessed portals. Only portals that you have permission to access display.

   

   Note: If needed, you can sort the Recent Portals list.

   • Click to sort the list of portals in ascending or descending alphabetical order.
   • Click to sort the list of portals according to when they were most recently accessed.
3. To search for a portal that is not listed, click the search selection button that displays next to the text box on the Recent Portals tab. Then, select the type of search you want to perform.

   

   • Portal name
     1. Enter the portal name in the text box on the Recent Portals tab. As you type, the system displays a list of portal names that match the entered text.
     2. Select the correct portal in the list.
     3. Click the add button  to add the portal to the Recent Portals list.
   • Portal administrator's email address
     1. Enter the administrator's email address in the text box on the Recent Portals tab.
     2. Click the search button. The search results display in a list below the text box.
     3. Click the add button  to add the portal to the Recent Portals list.
4. Once you have located the portal name on the Recent Portals list, click the portal name. The Files and Folders section is updated to reflect the contents of the selected portal.

Tip: You can control which portals display on the Recent Portals tab by clicking in the Recent Portals text box, and then pressing the space bar. A list of all portals that you can access displays. Select the portals to include in the list by clicking the add button next to each portal.