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How to upload a portal configuration file?
How to upload a portal configuration file?
Updated over a week ago

We have built a number of portal configuration files that speed up your journey. Once you get hold of the right file (one that fits your purpose) follow these steps to intall it.

1. Login to MyDocSafe, click Portals and select a Portal Group. If you don't have any, click on the '+' button to create one.

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2. Once in a Portal Group, go to Settings, Other Actions, Restore, click on Browse and select your configuration file. Then click "Restore from File"

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3. Once the upload ends, go back to the portal group and create a portal to see if you like it. To make any changes to the default configuration:

  • for Subportals - go to Portals/Portal Group/Subportals

  • for Forms - go to Portals/Portal Group/Form templates

  • for default folders - go to Portals/Portal Group/Settings/Folders

  • for tab configuration - to to Portals/Portal Group/Settings/General/Open Portal Tab Configuration

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