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 install 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.
2. Once in a Portal Group, go to Settings > Backup & deletion. Under "Restore settings from a backup file", click "Select backup file", choose your configuration file and click "Restore from file"
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 - go to Portals/Portal Group/Settings/Portal tabs
Restoring overwrites the group's settings, portal tabs and widgets; deletes access groups and form records that aren't in the file; and adds or updates (but never deletes) forms, public documents and signing templates. It does not touch existing portals, their users or documents. Tip: restore into a new, empty portal group. To copy a group you already have, use Clone to new from the three dots next to the group instead.