Skip to main content
All CollectionsPortals Manager
How to Customize Your Portal Pages
How to Customize Your Portal Pages

This article walks through how to customize your Portal Pages

Andrew Liebelt avatar
Written by Andrew Liebelt
Updated over a week ago

You can customize the way your Portal Pages will appear in your Portals Manager. This provides a clean and orderly look to your Portals Manager and makes it easy for your users to find the forms they're looking for. 

To customize your portal pages you can click on the gear icon to the right of the toggle switch and will see a variety of ways you can customize the view of your portals:

Available Customizations in each Portal Page:

Header - This is where you can customize the main page and title of your Portal Page and also any of the navigations:

Rich Text - This allows you to add a custom Welcome Letter to your Portal Page:

Forms - This is where you can customize what information is included with your forms including things like the Due Date or Estimated Time to Complete:

Folders - From here you can choose to show subfolders below your parent folder, and if the folders should be shown in a List View instead of a Tile View:

Add-ons - There are a variety of available add-ons including adding resources like links to other important pages and email address for questions:

Announcements - Under the Add-ons section you can also have Announcements appear either directly in the center of the page or as a bar or banner on the page and you can even include links to forms to remind users to complete a particular application:

CTA - This feature allows you add clickable buttons with links to other pages or files as part of our Service Center Showcase.

Did this answer your question?