Articles

• Portal Widget: Document Repository Viewer

  What Does the Widget Do? A rich set of functionality available on top of a Document Management System (DMS). These are typically accessed through the re...

• Portal Widget: Calendar View

  Explore how to use the calendar view portal widget's functionality to easily manage events on your dashboard.

• Portal Widget: Case Explorer

  What Does the Widget Do? The Case Explorer widget displays a list of related cases and the case network. You can also add sections based on a search sco...

• Portal Widget: Case Key Facts

  What Does the Widget Do? The Case Key Facts widget renders a list of the key fact attributes for a case. Configuration Settings Setting Description With...

• Portal Widget: Case Team

  What Does the Widget Do? The Case Team widget displays your team members and their related key statistics. Configuration Settings Setting Description Wi...

• Portal Widget: Document Expectations

  What Does the Widget Do? The Document Expectations widget allows you to attach documents for your case directly through the portal without having to ope...

• Portal Widget: Drafting Plan

  What Does the Widget Do? The Drafting Plan widget displays a list of documents that are being drafted for a case.. Configuration Settings  Setting Descr...

• Portal Widget: Image Placeholder

  What Does the Widget Do? The Image Placeholder widget allows you to display an image on your portal which can be optionally used as a clickable link to ...

• Portal Widget: Information Message

  What Does the Widget Do? The Information Message widget is used to display some information you want the user to be aware of when opening the portal. Co...

• Portal Widget: List View

  What Does the Widget Do? The List view widget displays a configured defined list view. Configuration Settings Setting Description With Chrome Will displ...

• Portal Widget: Matter Radar

  What Does the Widget Do? The Matter Radar widget displays a visual snapshot of a cases current state. Configuration Settings   Setting Description With ...

• Portal Widget: Participant Summary

  Configure the participant summary portal widget.

• Portal Widget: Plan View

  What Does the Widget Do? The Plan View widget allows you to display work in the format of a plan. A common use for this is on the radar of a work type, ...

• Portal Widget: Property Titles

  What Does the Widget Do? The Property Titles widget displays the property and title details for the case Configuration Settings   Setting Description Wi...

• Portal Widget: Radar - List View Count Metric

  What Does the Widget Do? The Radar - List View Count Metric widget renders a configurable count from a list view scope in a radar. Configuration Setting...

• Portal Widget: Related Documents

  What Does the Widget Do? The Related Documents widget displays documents related to your case. Configuration Settings Setting Description With Chrome Wi...

• Portal Widget: Task Groups

  What Does the Widget Do? The Task Groups widget displays a task list categorised by groups Configuration Settings   Setting Description With Chrome Will...

• Portal Widget: Time Entry Radar

  What Does the Widget Do? The Time Entry Radar widget tracks time spent on your case by person. Configuration Settings Setting Description With Chrome Wi...

• Portal Widget: Title Bar

  What Does the Widget Do? The Title Bar widget renders a title ribbon bar with an icon, title and subtitle. Configuration Settings   Setting Description ...

• Portal Widget: Wiki

  What Does the Widget Do? The Wiki widget provides display and management of a Wiki on a piece of work. You can configure pre-defined sections or allow u...

• Portal Widget: Work Item Portal Ribbon

  The Work Item Portal Ribbon widget provides a ribbon containing the contextual menu/toolkit for the work item.

• Portal Widget: Work Type - Lifecycle

  What Does the Widget Do? The Work Type - Lifecycle widget displays the lifecycle duration of the work type from its creation in days, months or hours Co...

• Portal Widget: Work Type - Multiple List View Count Aggregator

  What Does the Widget Do? The Work Type - Multiple List View Count Aggregator widget enables the display of multiple list view counts in a single widget....

• Portal Widget: Work Type - Grouped by Tags

  What Does the Widget Do? The Work Types Grouped by Tags widget displays a task list categorised by tag groups. Configuration Settings Setting Descriptio...

• Portal Widget: Custom Menu Panel / Ribbon

  Portals are useful for managing different tasks, but they could be even better with some customisation. Imagine being able to add a ribbon with your own...

• Portal Widget: Prepare Document Browser

  What does the widget do? The Prepare Document Browser widget lets you add a list view to a portal page where users can browse the document templates on ...

• Portal Widget: Report View (from 7.10)

  What does the widget do? This is available from 7.10. The Report View widget displays a ShareDo Report, PowerBI Report or a Dashboard.   Radars use the ...