Edit your team logo by going to the menu in the top-right corner on the Portals home page and selecting 'Team settings'.Ģ. This logo will be automatically visible on all your portal pages.ġ. You now have a personalized portal! If you would like to make any changes, click on the logo to upload a new one.Īlongside your portal logo, you can also add your team or business logo. png file that is no larger than 1 megabyte)Ĥ. To add your logo, click on the circle that says "LOGO" next to the portal titleģ. On the Portals home page, open your portal by clicking on the portal cardĢ. To add a brand logo to an existing portal:ġ. Still confused? We’ve made this handy guide.Ĭustomizing your portal for each client and project helps give your page some extra flair and personality. Made a mistake or want to change some elements of your review? Then just click here to see how to edit a review. Once you've published your review, you can decide how you want to share it. Review ready? Click the 'Publish' button in the top-right corner of the page. When you click the gear icon in the top-right corner of the page, you'll find the following options: disable Comments, disable downloads for all reviewers, disable passphrase if one was set for your portal, and delete your review. Anyone assigned to your review will receive an email invite to complete your review, and due date reminders if set. Set optional assignees by clicking on ‘Assign’ at the top of the page and enter their email addresses. Make your deadline clear by setting an (optional) due date. You can also add time stamped and contextualized comments to your review items to take your feedback to another level. We will collect these favorites or approvals for you in your review report. Your reviewers will be able to select items in your review to favorite or approve. To set your preferred display mode, you can toggle between “Thumbnail" or "Walkthrough" by clicking the button in the top left corner (next to + Add).Īdd a request to let reviewers know exactly what you need, from favoriting or approving items. To complete your review description, click on 'Add a description to your review' and type in the appropriate description. Once your files are uploaded you can add a title by clicking on 'Review Title' and typing in your chosen title for the review. You can add as many items as you need to the review. Alternatively, you can click on 'Upload files' and select your desired files.Ĭlick on '+ Add' in case you want to add additional files. Open your portal and click 'Create review' in the top-right corner of the portal page, then it’s time to add your files:ĭrag and drop the items would like to be reviewed onto the screen. You can also create and add a review to one of your portals. From the Portals home page, you can get started with a new review right away by clicking the 'Create review' button in the top-right corner of the home page, or on the '+' button next to the Review title. Once you’ve created your portal, anyone with access to your portal link can access it.įirst things first, open up Portals from the top navigation menu on. You can also secure your portal with a master passphrase –– read more about this here. When you’re ready to share your portal, click 'Copy link' at the top of the page and your portal link is automatically copied to your clipboard. Just click (+) symbol on any of the boxes below or click 'create review' at the top right-hand of the page to get started with your review. Now you've created your new portal, you can start creating your first review. You can add a description underneath your portal title too. The logo has to be under 1 megabyte in size. Give your portal a name and click to continue.Īdd a logo for this client or project portal. You can create 1 portal with a WeTransfer Pro subscription and unlimited portals with a WeTransfer Premium subscription. Once you've landed on the Portals home page, click on the (+) symbol next to Portals to create a new portal. Start by opening up Portals from the top navigation menu on.
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