Association > Manage Associations - Portal Folder Location Tab


Each community portal has its own directory structure which means a particular folder (such as Financial Documents) in one association may have a different location/path in another association.  The Portal Folder Location Tab identifies the specific portal folder path to be used for each association.  


For example, if there is a firm portal folder called 'Financial Docs' that contains board financial documents, Association A may show these documents in the /Main/BOD/Financials folder whereas Association B may show these in the /Main/Financials/Board/2023 folder.   The Portal Folder Location tab defines the actual community link portal folder location for each firm portal folder.


NOTE- Before you can complete this Tab you will need to set up Document Folders at the Firm Level. CLICK HERE for more information. 


Add a Folder


Step 1. Click the Add Item hyperlink.



Step 2. Select the Folder you want to place from the drop down menu.



Step 3. Select the Folder Location where you want to place the folder.



Step 4. Click the Save button to finalize.




Edit a Folder


Step 1. Click the Pencil icon of the folder you want to move. 



Step 2. Select the Location where you want to place the folder. 



Step 3.  Click the Save button to finalize.



Delete a Folder 


Step 1. Click the Trash icon of the folder you want to delete.



Step 2. Click the Confirm button in the confirmation window.