Here, we explain some advanced setting options. For basic options see this article: Configuring Portal Groups
Add Portals in Bulk
This feature is useful if you would like to invite a large number of clients to "empty" portals upfront. You will need to prepare a CSV file with appropriately configured data to do that.
To learn how to do Read more here
Subportals
Create a subportal structure (ideal for employee payroll, complex deals or client related projects). Read more here.
Self-signup link
Enable a self-signup link to allow clients to set up their own access to the portal.
You will be able to share that link with clients by email or even publish it on your website.
Each portal created using a self-signup link will have a name set to the client's name
Statuses
Create a list of your own portal statuses which can then be used by you and your team to assign individual portals with relevant values.
Once defined, a new "Status" column will appear in the main portal list table. The "Status" heading, when clicked, will sort the portal list alphabetically, by Status.
Statuses can also change automatically based on certain events (Enterprise Plans only)
Access Groups
Access Groups allow you to manage access to client portals within the same Portal Group internally.
Just as with Statuses, if you define at least one Access Group, the Access Group column will automatically appear in the main portal list table and will also be sortable.
To proceed with creating portal access groups read more here. In a nutshell, the process of setting up these groups is as follows:
Create two or more Access Groups
Assign each portal to an access group (either when creating the portal, or later, through the '...' icon)
Create Company Roles with access to a specific Assess Groups
Invite your internal users to selected Access Group by assigning them an appropriate role defined in the point above.
Default folders
You can set up a template of folders and subfolders for each portal group. Every time you create a portal, MyDocSafe will create the folders as defined in the template. To set up a template, go to Settings / Folders and add your preferred default folder structure. Note that each folder can have a separate auto-delete timer - the system will periodically check each folder and move documents older than your chosen number of months to the bin.
Complex transactions
Portals can also be configured to allow multiple parties to complete a complex transaction, such as customer registration or product purchase. Here is an example of such a workflow:
Contact sales@mydocsafehq.com to discuss this further.