Portal – Configuration Options

1. Click Portals in the left sidebar.

2. Click the pencil icon for the desired portal.

3. Configuration tabs include:

• Portal configuration
• Recipients
• Custom fields

4. Under Portal configuration, you can:

• Edit portal name
• Copy portal ID
• Copy public portal link
• Edit heading and description
• Set file availability duration
• Enable sender download notifications
• Enable email receipt confirmation
• Enable password protection (optional)

5. Click Save changes if updates were made.

Go back to the operations manual page