Firm > Manage Firm Portal Folder


Use this page to create and manage firm portal folders. A firm portal folder links the firm document category to an actual portal folder location.  This is needed because each association can have a customized folder structure.  This process maps the uManage document category to a specific folder location for each association.


The steps to show an association document in uManage on the associations portal are:

  1. Firm Portal Folder - Create a Firm-level folder name that will map to the actual portal folder
  2. Assoc Portal Folder Location - specify the actual folder location for the firm-level folder
  3. Firm Document Category - Associate the firm document category to a firm portal folder
  4. Publish the Document - on the association document itself, check the Published flag to make it visible on the portal.



Create a New Firm Portal Folder


Step 1.  Go to Firm > Manage Firm Portal Folder. 


Step 2. Select Add Firm Portal Folder from the Page Actions drop down menu.



Step 3. Enter a Title for the Portal Folder. 



Step 4. Click the Save button to finalize, or the Save Add button to add additional Folders.