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Learn how to design portals for your work types or workbenches and personalise them for different personas
Using Portal Designer Use the portal designer to create custom portals in the application using a set of pre-defined, configurable widgets. The portal d...
Creating a Portal Creating a portal gives you the flexibility to define the overall style of your portal, and there are several templates included in th...
This article describes the application's list of available portal widgets and provides more in-depth guides for configuring them. Widgets can be config...
Learn how to track portal page views and enable recent items.
Clio Operate supports the personalisation of different portals for different personas based on other business rules. Since there can be many different p...
When working with widgets in your portal page, you might encounter formatting issues, such as inconsistent styling of static text and tags. This helps y...