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Working inside a portal

What recipients can do inside a portal: filtering, uploading files and folders, and switching language.

Written by Zakaria Waletski

This is what your recipients experience. Worth knowing even if you never use it yourself, because it is what you will be asked about when someone gets stuck.

Finding things

Portals carry filters, so a recipient looking at a large set does not have to scroll. Open the filter option, choose a filter, and the view updates. Clear or reset it to see everything again.

Sending content back in

If guest upload is enabled, recipients can upload into the portal. This is what turns a portal from a delivery mechanism into a collection point, and it is genuinely useful for gathering work from an agency, a photographer or a partner.

Uploading a file

Uploading a folder

Folder structure is preserved, so contributors do not need to flatten anything first.

One thing to be clear about with your own team: content arriving this way comes from outside your organization. Decide who is responsible for reviewing it, rather than assuming someone is watching the folder.

Language

Recipients can switch the portal interface to their own language from the language button. Worth mentioning in your covering email when you are sharing across regions, because people rarely go looking for it.

If a recipient gets stuck

The usual causes, in the order we see them: the portal has expired, they do not have the password, or guest upload is switched off and they are trying to send something back. All three are visible to you in the portal settings, so check there before assuming something is broken.

Related

Controlling who can get into a portal covers the settings behind all of this.

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