How to Add Documents and/or Webforms and Service Catalogs to the Client Portal
This task involves uploading documents, webforms, 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.
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>> Clien 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 6
Click on Create New Service Catalog
Step 7
Type the Label and fill in the fields
Step 8
Click on Create
Step 8
Click on Save
(If you want to add several documents /web forms you'll need to repeat the process again before saving the entire collection)
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