Create Portal

Roles: Reviewer, Admin Plans: Pro, Advanced, Enterprise

About This Task

Add a Documentation Portal to the Portal Explorer of your workspace. The Documentation Portal is a web page that collects the documentation of products in the same workspace. The operating personnel can access documentation of any product assigned to the Documentation Portal in their browser without needing to link to the documentation of a specific product. The Documentation Portal is available for the Pro payment plan and above.

Portal Settings

The portal settings serve as identifying properties in the EnduraDocs Manager and for the operating personnel. Some portal settings are used within the EnduraDocs Manager and the Documentation Portal.
Name
Serves as identifier of the portal for the users and the operating personnel within the EnduraDocs Manager and the Documentation Portal. It is used for the tab and the link of the Documentation Portal in the browser.
Banner
Helps the users and operating personnel to identify the Documentation Portal. The image is used as banner on the landing page of the Documentation Portal.
Description
Serves as a detailed description of the Documentation Portal.
Associated Products
List of products from your workspace that are assigned to this Documentation Portal. Assigned products appear in the portal if they have at least one published revision.

Instructions

  1. Arrow pointing to the right. Click "+ Portal".
    Check mark. The portal creation window opens.
  2. Arrow pointing to the right. Upload a PNG or JPG file to be used as banner for the Documentation Portal.
    Check mark. The image cropper opens.
  3. Arrow pointing to the right. Crop the image if necessary. Then click "Accept".
    Info icon. Your side ratio is fixed. If you omit cropping, the image is clipped in the UI.
    Check mark. The image is uploaded.
  4. Arrow pointing to the right. Enter a name for the Documentation Portal
    Info icon. The portal name is used in the Documentation Portal and thus visible to your operating personnel.
  5. Arrow pointing to the right. Enter a description for the portal.
    Info icon. How the description is used.
  6. Arrow pointing to the right. Decide if you want to add all products of the workspace to the portal:
    1. Arrow pointing to the right. If you want all products in your products in the portal, skip to step 8.
    2. Arrow pointing to the right. Otherwise, uncheck the all products toggle then continue with the next step.
  7. Arrow pointing to the right. Select the products you want featured in this portal then scroll down and click "Transfer Selection".
    Check mark. The selected products appear in the selected products list.
  8. Arrow pointing to the right. Click "Submit" to complete the portal creation.
    Check mark. The new portal is created and added to the portal explorer.