| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to add and configure the Single Document component in the Portal Builder, including selecting or uploading a document and configuring display properties.
The Single Document component is designed for scenarios where portal users need access to a specific file, such as a key notice, agreement, or reference document. Administrators can select an existing document already uploaded to the platform or upload a new document directly through the component configuration.
Adding a Single Document component
- Open the Portal Builder.
- Add the Single Document component to the desired location on the page.
- Open the Properties tab to configure the component.
Selecting or uploading a document
Use the icons in the Properties tab to manage the selected document:
| Icon | Action |
|---|---|
| Pen icon | Select a document that has already been uploaded to the platform. |
| Upload icon | Upload a new document. The document is saved to the Uploads folder by default; the folder location can be changed if required. Documents can be added by dragging and dropping into the upload area. |
| Cross icon | Remove the currently selected document. |
Example: Select an existing PDF titled Client Instructions.pdf from the platform to share with portal users.
Configuring display properties
Configure the following options to control how the document appears in the portal:
| Option | Description |
|---|---|
| Text to display | Heading text displayed for the Single Document component (maximum 20 characters). |
| Document link | Choose how the document link is displayed: button, large button, card, or image. |
| Link background colour | Select a background colour from theme options or define a custom colour using the colour wheel, hexadecimal, or RGB code. |
| Icon | Choose an icon to visually represent the document. |
| Content alignment | Align the component content to the left, centre, or right. |
Example: Display a large button labelled Download with a document icon and a centre-aligned layout.
How the Single Document component appears to portal users
When viewed by portal users, the configured heading text is displayed alongside a clickable link in the chosen format (button, card, or image). Selecting the link opens or downloads the document depending on the user's browser settings.
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.