Working with the Standalone Version of Portal

If your firm does not license Document, then most Portal configuration tasks must be performed in the portal itself. You can learn more about these tasks by logging in to the Portal website, and then clicking the Help icon  in the upper-right corner of the window.

After your portal is configured, if you want to publish files from other CCH ProSystem fx applications to Portal, you can perform the tasks listed below in Dashboard.

Click a link below to learn more about working with the standalone version of Portal.