Create Service Catalogs

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