A portal is place where you can share files securely and efficiently. (see the security tab for more information on the security.) Note: The files on the portal are copied into the portal. The original file is still located where it was copied from, unless you have deleted or moved it.
The portal has the following elements:
Guests. - These are your customers. They can read files, print files, download files, and upload files if you grant them the appropriate permissions. (unlimited number of guests)
Administrators - These are the staff that control and manage the portal. They set the permissions, setup directories, subdirectories, and assign and invite guests. (limited by subscriptions.)
Directories - These are the main directories for the files being uploaded to the portal. Permissions and guests are set by the directory. All subdirectories included. (Unlimited directories).
Notes - Notes can be attached to any document as desired. This can be an effective way of communications regarding any documents on the portal. (multiple notes.)
How are the files and guests organized?
One guest can be assigned to any directories on the portal.
A guest automatically has access to any subdirectories within the directory they have access to.
Guests can share directories that other guests have access to.
Guests can upload files to a directory, if the security permissions allow them to.
Guests can delete files from a directory, if the security permissions allow them to.
What files can be loaded to the directory?
Any file type can be loaded to the portal. This includes:
Sound and Video files,
To upload files to the guest portal from your file management screen. Simply:
Open the directory that you wish to send the files from,
Press the portal button to open up the customer portal dashboard,
then select the directory that you wish to upload the files to,
Now select the file(s) that you desire to upload,
and press the upload button.
Done. Have you uploaded the wrong document? Simply delete the rogue file on the portal, change it in your management system, then press the upload button again. Want to rename the files? Simply select the rename function, and enter the new name. The system can either automatically email the client to advise them that updates to their portal have been processed, or alternatively, supress the auto message function, and manually email them once you are ready to advise them, they have portal files.