Portal Announcements

Firm administrators can add or edit announcements from the portal home page. Announcements apply only to the selected portal and display for anyone who logs into that portal. Anyone can view the details of the announcement; however, only firm administrators can make changes.

To view or edit announcements for a portal, do the following: 

  1. Open Dashboard, click Application Links on the navigation panel, and then click Lists under Firm.
  2. Click Document Lists > Portal Announcements on the navigation panel.
  3. Do any of the following: 
    • Add an announcement. Click New to open a blank announcement entry window.
    • Edit an existing announcement. Select an announcement in the list, then click Edit to display a window where you can make changes.
    • Delete an announcement. Select an announcement in the list, then click Delete to remove the announcement from the list.
    • Print the announcements list. Click Print to select your print options and send the announcements list to a printer.
    • Find an announcement. Click Find to search for a specific announcement in the list.
  4. Click OK.