| Minimum Software Version | 8.16.3 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ✓ Counsel ✓ |
About Portals
Within Platform, the Portals feature facilitates information flow between Platform users and external parties, for example, clients and institutions, to foster transparent communication and enhance collaboration.
It is a secure space which is managed by the users to ensure the seamless transfer of confidential information. Users can customise the portal page with their organisations branding. Users can also configure the page with their choice of the various components offered, such as: sharing documents, key contact information, and a timetable of important events relating to the matter. The Portals feature is designed to be user-friendly to enable Platform users, with the correct access settings, to manage both the layout and content of the page.
Collection component
Users can share one collection of documents in the platform that locates in the collection section with the portal users.
Users have the following options to configure how the component appears in the portal:
| Options | Explanation |
| Heading | The heading text of the Collection component. Maximum of 100 characters. |
| Heading background color | The colour of the heading background can be chosen from a colour wheel, hexadecimal or RGB code. |
| Heading text size | The heading text sized between 12px and 72px. |
| Heading text color | The colour of heading text can be chosen from a colour wheel, hexadecimal or RGB code. |
| Collection to display | The collection that you wish to share with portal users. A collection must be created in the platform in order to be presented as an option in the field. |
| Visible columns | All metadata columns are available for selection. Choose the metadata fields that you want to share as columns in the portal. |
| Height | The display area of the portal page can be chosen from fit to content; at least half a page or at least a full page. |
| Actions available | Selecting from Download original and Download options adds checkboxes to the portal and a dropdown Actions menu. This menu allows portal users to perform a bulk download of documents in a collection, instead of downloading them one by one using the document preview pane. |
Display example of Collection component:
Documents is the heading text. The top right-hand corner shows the name of the collection that has been shared. The Find option helps navigate documents by using the metadata, and More applies filters for more precise navigation. The table shows documents that are stored in the collection within the platform, with visible metadata fields that are chosen from the Collection configuration.
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