Clio Operate Knowledge Base

Search for answers or browse our knowledge base.
Have you tried asking our AI chatbot for help? It is down in the right-hand corner.

Using Portals and Workbenches in ShareDo - March 2024

Was this article helpful?

In this training session, recorded on March 14th, 2024, Alex provides a short overview of Workbenches and Portals and how to customise them based on Personas you can create or edit.

Chapters

00:00 Agenda
01:58 What is the Workbench?
02:41 What are Portals?
03:47 Using Personas
05:00 Creating and designing pages: Master Pages
05:26 Creating and designing pages: Widgets
05:55 ShareDo Workbench and Portals demo
18:40 Modeller demo: Personas / Portals
45:18 Summary

Was this article helpful?

Related Articles

Related articles in the knowledge base