Add Documents, Webforms or Service Catalogs to Client Portal

Adding documents, web forms, or service catalogs to the client portal ensures that clients have easy access to all necessary resources and forms. This enhances the user experience by providing a centralized location for important information, facilitating smoother interactions, and improving overall service delivery.

These workflows can help you create documents, web forms, and other items to add to the service catalog. You must complete them before attempting to create the service catalog option to the client portal:

- How To Create a Webform

- Creating a Custom Document Page on Invarosoft Portal

- Create Service Catalogs

Step 1

Click on CXInvarosoft >> ITSupportPanel >> Client Portal >> Client Portal Menus

Step 2

Click on the Create Menu Collection or Edit button.

Step 3

Click on Add Main Menu.

Step 4

Type the Label

Step 5

Click on the Update Button

Step 6

Click on the Edit Button or click on the Add submenu and then Edit

Step 7

Give it a name and fill in the fields

Step 8

Click on Update Menu

Step 9

When you finish adding menus, Click on The Save Collection button.