Using the Publish File to Portal Window

The Publish File to Portal window allows you to select the properties for a file you are adding to Portal. The window is accessed when you add a file to Portal from another Wolters Kluwer product. To use the window, do the following:

1. In the Select portal and storage folder section, select a portal and storage folder for the file.

   Note: If the client does not have a portal, click Create Portal and then complete the information in the Portal Creation window.

   1. Enter information in the Portal Information section.

      Component	Description
      Portal Name (Client Name)	Enter a valid name for the portal.
      Portal Administrator's Login ID (Email Address)	Enter a valid email address for the portal administrator.
      Client ID - Sub ID	Enter the client ID and sub-ID (if used) for linking to clients. Note: A client ID is required when assigning a client sub-ID.
      Folder Template	Select a folder template from the list.
      Portal is active (users can log in)	Select to make the portal active or clear the box to make the portal inactive.
      Automatically expiry files after:	Select the check box to apply an expiration date. Then, select an increment of time from the list, and enter a numerical period of time in the box.
      Enable Client Area	Select the box to activate a client area. Note: You must have a license for the client area.
      Client Area Size (MB)	If you selected to enable the Client area, enter a size for the client area.

   2. On the Access Groups tab, select the box beside each group of users that should have access to the portal.

      Column	Description
      	Select the box to give members of this group access to the portal. Clear the box to remove the access rights for this group.
      Access Group Name	Displays the name of the access group.
      Approver	Select this box to give members of this access group the right to approve files for publication to the portal. Clear this box to remove approver privileges for this group.
      Access Expires On	Click the calendar button to select a date when access to the portal will expire for this group, if needed.

   3. On the Individual Users tab, select the people who should have access to the portal.

      Column	Description
      	Select this box for a user to give that person access to the portal. Clear the box to remove the access rights for this person.
      User Name	Displays the name of the user.
      Access Expires On	Click the calendar button to select a date when access to the portal will expire for this person, if needed.
      File Management Role	Select a file management role for the user.
      Approver	Select this box to give this person the right to approve files for publication to the portal. Clear this box to remove approver privileges for this person.

   4. On the Client Links tab, select the application to link a client to, if any. See Managing Client Links for more information.

      Note: This tab does not display for all users.

      Column	Description
      Application Name	Displays the name of the application associated with this client record. A different option can be selected from the list if needed.
      Client Name	Displays the client name as it appears in the client record from the source application.
      Client Email ID	Displays the client email address as it appears in the client record from the source application.
      Client ID	Displays the client ID as it appears in the client record from the source application.
      Client Sub-ID	Displays the client sub-ID as it appears in the client record from the source application, if one was assigned.
      Client GUID	Displays the client's globally unique identifier (GUID) as it appears in the client record from the source application.

   5. Click Save.
2. In the Set file properties section, set the file retention period. Enter a number in the text box, and then select days, weeks, months, or years from the list.
3. In the Portal edit mode list, select an option to specify if the file should be editable.
4. Click Apply to selected to apply the properties to the file.
5. Click Publish selected files to send the file to Portal.
6. Click Close after the publish completes.