How do I add or edit documents and links on my Portal?

  • Updated

Here is how to edit or to add important links (e.g. videos, documents, surveys, communication tools, etc.) to your Portal.


How to share your important links

The portal only uses external links at this time. Administrators can’t currently upload files to the portal directly.

You can link to documents, pages and videos from a corporate website, or to any publicly available URL, including:


How to edit documents and links

1. In the Builder, go to Build > Portals > Page Assets.

tiq-software-editing-portal.png

2. Click on the section you would like to edit (e.g. Documents).

3. Click on the item you would link to edit.

tiq-software-editing-item.png

4. Adjust the information relevant to the item you're editing (e.g. title, subtitle, URL, etc.)

tiq-software-editing-link.png

5. Save your changes to the item by clicking on the checkmark at the top right.

6. Once you're done editing items, save your Portal by clicking on the checkmark at the top right.

7. Go to Build > Portals and click Update to publish your changes to your audience.


How to add documents and links

To learn more about the different page assets and sections that can be added to your portal, have a look at this support article.

1. In the Builder, go to Build > Portals > Page Assets.

tiq-software-editing-portal.png

2. Click on the section you would like to edit (e.g. Documents).

3. Click Create New and select which section type to add.

tiq-software-add-documents.png

4. Adjust the information relevant to the item you're editing (e.g. title, subtitle, URL, etc.).

tiq-software-editing-link.png

5. Optional: Add an icon by uploading your own file, or by clicking the three dots in the image field and clicking Choose from Library.

6. Save your changes in the item by clicking on the checkmark at the top right.

7. Once you're done adding items, save your Portal by clicking on the checkmark at the top right.

8. Click Update to publish your changes to your audience.

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