Create Service Catalogs

How to Add Documents and/or Webforms and Service Catalogs to the Client Portal

This task involves uploading documents, web forms, and service catalogs to the client portal. The goal is to ensure that clients have easy access to all necessary resources and forms through the portal. This process is essential for maintaining an organized and user-friendly client interface, facilitating better communication and service delivery.

Remember that to create the service catalog, you must have previously created the documents or web forms you want to include. These workflows can help you learn how to create them:

- How to create a WebForm

- Creating a Custom Document Page on Invarosoft Portal

Step 1

Click on CXInvarosoft >> ITSupportPanel >> Client Portal >> Custom Pages

Step 2

Click on Create, edit the document, and Click Save

Step 3

Afterwards, Click on CXInvarosoft >> ITSupportPanel>> Client Portal >> Service Catalog

Step 4

Click on Create New Service Catalog (Or in the edit button if you need to modify any)

Step 5

Type the Name and Description

Step 6

Click on the Create button

Step 6

Type the Title and Instructions

Step 7

Click on Create New Service Catalog

Step 8

Type the Label and fill in the fields

Step 9

Click on Create

Step 10

Click on Save 

(If you want to add several documents /web forms, you'll need to repeat the process before saving the entire collection)

Note

After creating the Service Catalogue, you can add it to buttons or display it in the Client Portal. The following workflows may be helpful to guide you through these options:

1. Create a Button Collection and assign it

2. Assign and Unassign a Client Portal