Portals | eCourtDate Help Center

How to Create PostsCreate a post, write it in one or more languages, set its portal and public address, then publish it to your agency portal.
How to Create Redirect LinksCreate redirect links on your web portal domain so you can change where an already shared link points without resending the message.
How to Create Trackable Redirect LinksCreate short redirect links on your agency portal domain that forward clients to any external URL, then update the destination later.
How to Create Web PortalsCreate a branded web portal in eCourtDate, set client authentication and tracking, then edit each portal page from the Portal Preview tabs.
How to Use Design Studio to Create QR DocumentsUse Design Studio in Portals to build print ready QR documents from court templates, or generate a quick QR image as PDF, SVG, or PNG.
How to Manage Form SubmissionsReview, filter, correct, and export the responses collected through your portal forms, and merge a submission into a client record.
How to Manage Portal Check-InsBuild 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.
How to Review Form SubmissionsOpen a portal form submission, review every answer and attachment, set its review status, and merge the data into a client record.
How to Track Portal Link OpenseCourtDate records portal link opens on the message that carried the link, so you review them from Messages, the message record, and Metrics.
How to Track Portal OpensSee when a client opened a portal link you sent, with the time, approximate location, and device shown on the message record.
How to Create Informational PostsCreate an informational post, publish it to your agency portal, and share its public address by link, QR code, or the portal share buttons.
How to Create FormsBuild custom web forms for your portal, publish them to clients, and review every submission from the eCourtDate form editor.
How to Allow Clients to Login to a PortalEnable secure client login on your portal so clients can view personalized information and manage their profiles with a one-time password.
How to Setup a Self-Enroll FormUse the enroll tab of a portal to publish a self-enroll form that creates a client record and notifies your staff on every signup.
How to Track Geolocation on Portal VisitsTurn on geolocation tracking for a portal or a flow, then review the location, network, and device data that each portal visit records.