Summary:
This article describes how a Publisher or End-User of the Portal can add, change or remove phone numbers from their Portal Account.
A downloadable PDF version of this article is available as an attachment at the bottom of this page if you wish to send it along to your Portal End-Users
More Information:
Phone numbers can be assigned to Portal Publisher Accounts so that they appear on the end of the Automated E-mails that are sent to End-Users of the Portal when you publish a document to them.
They can be added when activating the Portal Publisher Account by entering them in the boxes shown below. It is worth noting that this number isn’t required by us for verifications purposes and at no point is a user required to enter their number to sign up for the Portal, as a Publisher or otherwise.
If you need to add, change or remove these numbers after the Portal Account has been created, follow the steps below:
- Log in to your Portal Account, you can do this from your branded Portal Link if you have one or you can go to www.virtualcabinetportal.com and log in from there.
- Once logged in, go to the top right and click on your “Display Name”.
- This will open a small window, then click on the “Profile” option.
- Then click on “Edit” against the Phone numbers option.
- Update or remove the phone numbers as required in this section, then click “Update” to complete the change.