Important Update: ShareDo officially became Clio Operate in March 2026. For all existing users, accessing your Clio Operate/ShareDo product is still via the same URLs and logins as provided at set up -- there are no changes to your hosting domain. Some instances of ShareDo may appear in how-to guides or video tutorials as we transition our resources to our new branding.

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Service Portfolios

  • Understanding Service Portfolio

    Key Concepts What is a Service Portfolio? You can use service portfolios to provide the end user with a visual guide to creating the...

    First posted: April 5th, 2022 2529 views 0 likes

  • Create a Service Portfolio Menu Entry

    Create service portfolio buttons from the sharedo Modeller. Select Launchpad > Modeller > Service Portofolios. Double-click a portfolio to edit it. Select the button...

    First posted: April 5th, 2022 2074 views 0 likes

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