| Minimum Software Version | 8.16.3 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ✓ Counsel ✓ |
Explains how to add and configure the Collection component in the Portal Builder, including selecting a collection, choosing visible metadata columns, and configuring download options for portal users.
The Collection component allows portal users to view and interact with a shared collection of documents from the platform. Administrators configure which collection is displayed, which metadata columns are visible, and what actions portal users can perform.
A collection must already exist in the platform before it can be selected as the source for this component. Portal users see the documents stored in the collection along with any metadata fields selected by the administrator.
Adding a Collection component
- Open the Portal Builder.
- Add the Collection component to the desired location on the page.
- Open the Properties tab to configure settings.
Configuring Collection properties
Configure the following options in the Properties tab:
| Option | Description |
|---|---|
| Heading | Header text for the Collection component (maximum 100 characters). |
| Heading background colour | Select a colour using the colour wheel, hexadecimal, or RGB code. |
| Heading text size | Set size between 12px and 72px. |
| Heading text colour | Choose a colour using the colour wheel, hexadecimal, or RGB code. |
| Collection to display | Select the collection to share with portal users. The collection must already exist in the platform to appear as an option. |
| Visible columns | Select the metadata fields to display as columns in the portal. All metadata columns are available for selection. Column widths can be adjusted as needed — the default size is 200px. If adjustment is required, a width between 50px and 400px is recommended. The value should be typed manually; to clear it, delete the number from the field. |
| Height | Choose the display area height: fit to content, at least half a page, or at least a full page. |
| Actions available | Selecting Download original or Download adds checkboxes and an Actions dropdown menu to the portal, allowing portal users to perform bulk downloads rather than downloading documents one at a time. |
How the Collection component appears to portal users
Once configured, the Collection component displays as a document table on the portal page. The heading text appears at the top of the component, and the name of the shared collection is shown in the top right-hand corner. The Find option allows portal users to navigate documents using metadata, and More applies filters for more precise navigation. The table displays the documents stored in the collection, with the metadata fields visible as columns based on the configuration set by the administrator.
Related links
Related documentation
Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.
How to contact us
To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.