Edit the Portal Settings

Settings - Portal or Portal - Admin

1. Click Settings > Portal.
2. Click Portal Settings.
3. Type the address from which you want to send notification e-mails to clients.
4. Enter the firm name that you want to use in e-mails sent from your portal. If you use the Firm Name merge field in the e-mail template, the firm name will be included in the e-mail signature.
5. Select your preferred notification settings:

• Notify client when new files are uploaded to portal - this automatically sends an e-mail notification to registered clients when you upload files. You may want to turn off this setting if you prefer to e-mail the client separately.
• Notify Partner when clients upload or modify files - this sends an e-mail to the partner of the contact to notify them of any incoming files. This setting is also used to notify a contact partner when their contact has accepted the portal invitation and registered to the portal.
• Notify Manager when clients upload or modify files - this sends an e-mail to the manager of the contact to notify them of any incoming files. This setting is also used to notify a contact manager when their contact has accepted the portal invitation and registered to the portal.
• Notify Currently Responsible of incoming files from clients - this sends an e-mail to the users who are currently responsible for the client's jobs to notify them of any incoming files. This setting is also used to notify the user when their contact has accepted the portal invitation and registered to the portal.

• Notify the job owner when client files are received or when they are modified by the clients - this sends an e-mail to the users who are currently set as job owners for the client's jobs to notify them of any incoming files. This setting is also used to notify the user when their contact has accepted the portal invitation and registered to the portal.

• Also notify the following persons when clients upload or modify files - this sends an e-mail to other people to notify them of any incoming files. Type the e-mail addresses separated by a semicolon (up to 254 characters maximum). This setting is also used to notify the user when a contact has accepted the portal invitation and registered to the portal. The option Notify partner when clients upload or modify files or Notify manager when clients upload or modify files must be enabled in order for an e-mail notifying these people of incoming files to be sent.
• Enable the automatic file expiry feature – This feature is suitable if the documents you send to your clients are time sensitive or have deadlines. You must indicate how many days the files are to be available for before CCH iFirm automatically sends them to the recycle bin. The default number of days is 120. Once a file has been deleted, your client will no longer see it in their portals. You can view and restore the deleted files in your client's portal recycle bin. Select the Set expiry for portal documents check box and enter the number of days you want to allow the files to be available for before they expire.
  

6. Turn off the default settings, if required (select the check boxes):
• Clients can delete files and folders - selecting this option displays the Delete button in the client portal and therefore, it allows clients to delete files.
• Clients can upload files- selecting this option displays the Upload button in the client portal and therefore, it allows the clients to upload files.
7. Select the Show Partner's email address to clients and Show Manager's email address to clients check boxes, as required.
• If a client was invited directly by your firm, that client sees your firm partner and manager names displayed on their My Details page.
• This setting turns the partner and/or manager names into links that the client can click to send an e-mail to either the partner and/or manager. The e-mail subject is "Inquiry from client portal."



8. Select the default e-mail templates you want to use for notifications (you can edit the templates to suit your needs).
   
9. Change the Default Folder Structure setting, if required.
• This is set to Yes but you can change it to No, if you do not want default folders to be created automatically within each portal.
10. Click Manage Default Structure and proceed to set up the default folder structure the way you want.
11. Select the default page that your clients land on when they log in to your portal.
    You can set the landing page to be: Home, My Details, My Documents or Unread Files.
    The Home page is the default landing page. However, if you do not have any useful information on this page, you may want your clients to land on the My Documents or Unread Files page instead. This gives your clients quicker access to the documents they are looking for.
12. Click Save.