Understanding portal field configurations

Every client’s upload portal can be tailored to ask for exactly the information you need — no more, no less. This keeps uploads simple for the client while still capturing what your team needs.

Configurable fields

• Priority flag — lets the client mark an upload as urgent.
• Location — useful for clients with multiple stores or venues.
• Team member / submitter — tracks who shot or submitted the content.
• Shoot date — when the content was captured.
• Tags — quick labels for categorizing content.

Turning fields on or off

1. 1Open the client from the Clients page and go to their settings.
2. 2Toggle each portal field on or off.
3. 3Save. The client’s upload form updates to show only the fields you enabled.