| Minimum Software Version | 8.18.10 |
| Solution(s) | Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Explains how to add and configure the Documents Page component in the Portal Builder, including folder preparation, visible columns, upload settings, and available document actions.
The Documents Page component provides a structured, folder-based document experience for portal users. Unlike the Documents or Folder components, this component lets portal users navigate multiple folders and their contents in a hierarchical structure, closely mirroring how documents are organised within the platform. It is ideal for portals that require broader document access and interaction.
Preparing folders in the platform
Before configuring the Documents Page component, ensure all folders to be shared have been created in the platform and contain the relevant documents.
Important: Only folders that already exist in the platform can be selected for display.
Adding a Documents Page component
- Open the Portal Builder.
- Add the Documents Page component to the desired location on the page.
- Open the Properties tab to configure the component.
Configuring Documents Page properties
Configure the following options in the Properties tab:
| Option | Description |
|---|---|
| Heading | Header text for the Documents Page component (maximum 100 characters). |
| Heading background colour | Select a colour using the colour wheel, hexadecimal, or RGB code. |
| Heading text size | Set the heading text size between 12px and 72px. |
| Heading text colour | Choose a colour using the colour wheel, hexadecimal, or RGB code. |
| Folders to display | Select the folders to share with portal users (must already exist in the platform). |
| 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 must be typed manually; to clear it, delete the number from the field. If no columns are selected, documents will not be shown. |
| Folders to upload into | Select the folder where portal uploads will be stored. If not selected, files are saved in the platform's Uploads folder by default. |
| Allow user to change folder | Allows portal users to select a different upload destination folder. |
| Actions available | Choose which actions portal users can perform: delete, download original, or download as PDF. |
| Height | Set the display area to fit to content, at least half a page, or at least a full page. |
Example: Configure a Documents Page titled Shared Case Documents displaying correspondence and filings folders, with upload and download actions enabled.
How the Documents Page component appears to portal users
When portal users view it, the heading appears at the top of the component, and a folder structure is displayed beneath it. Users must select a folder to view the documents inside it. Only documents within the selected folders and matching the visible metadata configuration will appear.
Note: If a parent folder contains no documents, no documents will be shown.
Example: A portal user selects the Evidence folder to view uploaded exhibits.
Upload and actions
If uploading is enabled, portal users can upload documents directly from the Documents Page. Uploaded documents are stored in the configured folder, or the Uploads folder by default. If permitted, users can change the destination folder before uploading.
If actions are enabled, portal users may:
- Delete documents.
- Download original files.
- Download documents as PDFs.
Example: A portal user uploads a new document to the Correspondence folder and downloads an existing file as a PDF.
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.