| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
The Opus 2 portal builder allows users with the appropriate permissions to configure Sites, Pages, and Images that together define the structure, branding, and content of a portal.
- Sites control high‑level portal properties such as branding, colours, navigation, and publishing status.
- Pages define the content displayed to portal users and can be reused across multiple sites.
- Images are uploaded and managed centrally so they can be shared across different sites and pages.
Together, these components allow teams to create flexible, branded portals tailored to their project or institution.
Configuring a site
The Sites tab provides an overview of portal‑level properties that can be configured.
Key site properties include:
- Name – The name of the portal site
- URL slug – The readable portion of the URL identifying the site
- Logo – Branding image uploaded for the site
- Logo link– Determines where the logo links when selected
- Internal options include: Project dashboard, Worksheets, Documents, Project directory
- Alternatively, users can choose no link or specify an external link
- Description – Text explaining the purpose of the site
- Primary and secondary colours – Branding colours applied to the portal
- Pages – A list of pages associated with the site, with options to edit or add new pages
- Site footer – Text displayed at the bottom of the portal
- Publish site – A toggle allowing edits without immediately publishing changes
| Property | Explanation |
| Name | Name of the site |
| URL slug | The part of the URL that identifies a particular page on a website, typically in a descriptive and easy to understand manner |
| Logo | Branding logo of the institution Upload an image file here |
| Logo link | Makes the logo interactive so that selecting it will link to another page Users can choose from the following internal links: Project dashboard, Worksheets, Documents, Project directory. Alternatively, users can select ‘no link’ to make the logo non-interactive, or select ‘external link’ to use the option below |
| Logo: External link | If a user has selected ‘external link’ for the ‘logo link’ option above, then they can enter the external URL of the web page here. Often users will use this to link to their firms website |
| Description | Users can freely write text to explain the purpose of the portal site |
| Primary color | The first branding color that is used in the portal |
| Secondary color | The second branding color that is used in the portal |
| Pages | Lists existing pages that have been created for the portal and includes an ‘edit’ button from which new pages can be added from the ‘sites’ tab. This offers the same page creation dialog box as in the ‘pages’ tab explained below |
| Site footer | The text that will display at the bottom of the portal |
| Publish site | Users can toggle this on/off to edit the portal without immediately publishing the changes |
Managing pages
Pages are managed from the Pages tab and are created independently of individual sites.
- Click Add page to create a new portal page.
- Enter the required properties:
- Page title
- Page name (required)
- URL slug
- Save the page.
Pages can be designated within a site as:
- Main pages – Displayed in the site’s navigation menu
- Additional pages – Accessible via internal links from other pages
Once a page is selected, users can open the Portal Page Editor from the right‑hand panel to configure content such as text, images, charts, graphs, documents, and worksheet data. The panel also displays page details, linked sites, and a live preview.
Managing images
Images are stored centrally in the portal builder and can be reused across multiple pages and sites.
- Click Add image.
- Enter a name for the image.
- Upload the image by dragging and dropping a file or browsing for it.
- Select the image entry to edit its details in the right‑hand panel.
Image upload limits:
- Maximum file size: 4 MB
- Maximum dimensions: 3000 px × 3000 px
Images exceeding these limits must be resized before upload.