Articles for Portals
How to create accessible self-service Web Portals and link to messages.
Create a post, write it in one or more languages, set its portal and public address, then publish it to your agency portal.
Create redirect links on your web portal domain so you can change where an already shared link points without resending the message.
Create short redirect links on your agency portal domain that forward clients to any external URL, then update the destination later.
Create a branded web portal in eCourtDate, set client authentication and tracking, then edit each portal page from the Portal Preview tabs.
Use Design Studio in Portals to build print ready QR documents from court templates, or generate a quick QR image as PDF, SVG, or PNG.
Review, filter, correct, and export the responses collected through your portal forms, and merge a submission into a client record.
Build a check-in form on the Checkin tab of a web portal, share it by link or QR code, and work arrivals under Events and Checkins.
Open a portal form submission, review every answer and attachment, set its review status, and merge the data into a client record.
eCourtDate records portal link opens on the message that carried the link, so you review them from Messages, the message record, and Metrics.
See when a client opened a portal link you sent, with the time, approximate location, and device shown on the message record.
Create an informational post, publish it to your agency portal, and share its public address by link, QR code, or the portal share buttons.
Build custom web forms for your portal, publish them to clients, and review every submission from the eCourtDate form editor.
Enable secure client login on your portal so clients can view personalized information and manage their profiles with a one-time password.
Use the enroll tab of a portal to publish a self-enroll form that creates a client record and notifies your staff on every signup.
Turn on geolocation tracking for a portal or a flow, then review the location, network, and device data that each portal visit records.