How to Allow Clients to Login to a Portal
Learn how to enable client login to a portal. Once logged in, clients can view personalized information, customize their profile, and access private resources.
How to Create Web Portals
Web Portals are self-help websites for your agency's end clients. Share portals on your website, messaging, and through QR codes.
How to Create Informational Posts
Create informational posts and share with clients through the web portal. Each post creates a unique link that can be included in messaging or social media.
How to Manage Portal Check-ins
Allow clients and visitors to check-in for in-person and virtual meetings. Streamline visitor experience and automate lobby management.
How to Create Forms
In the eCourtDate platform, creating custom web forms allows government agency staff to efficiently collect necessary information from clients.
How to Setup a Self-Enroll Form
Allow clients to self-enroll through a web portal. Create a form with customizable fields and share in messaging, on your website, and through QR codes.
How to Create Redirect Links
Create redirect links to maintain control over links that are shared in messages and other client-facing resources. Maintain your agency's credibility by always using your official domain. Automatically create links to redirect visitors to external sites.
How to Track Geolocation on Portal Visits
Track geolocation and device data when visitors access portal links. Ensure clients are in authorized locations and increase message delivery validation.
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