Records Portal

Admin

Secure Document Portal

Sign in with Google. Admins see all folders. Firm users only see folders assigned to their email domain.

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	Name	Type	Modified	Access Rule	Last Portal Access	Actions

Folder Access Rule

Folder name Allowed domains

One domain per line. Do not use gmail.com. Admin Gmail accounts are handled separately.

Allowed specific emails Firm user permissions

Open / preview Download Upload Create folders Rename Delete / trash Move Edit in Google Drive

Recommendation: start firms with open, download, upload, and create folders. Turn on rename/delete only for trusted firms.

Internal only Apply this rule to children during sync

Move selected items

Choose the destination folder visually. No Google Drive folder ID is needed.

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Item insights

Details

Name

Type

Modified

Size

Last portal access

Access rule

Allowed domains

Allowed emails

Permissions

Drive ID

Folder summary

0Total items

0Folders

0Files

0Duplicate groups

Potential duplicates

Recent portal activity

Inside this folder, without opening

File preview

Preview opens inside this portal. Google Docs/Sheets are exported to PDF preview when possible.

Portal Preview

No file selected

Select a file to preview.