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Setting up a Firm News Feed custom portlet

With a Firm News Feed custom portlet, you can post items of interest to your employees, which can be shown in a portlet on any dashboard.
  1. On the Custom Portlets setup screen, select the
    Add
     button to add a new portlet.
  2. In the
    Description
     field, enter a name for the portlet. This name will appear in the
    Select Portlets
     dialog and in the portlet’s title bar.
  3. In the
    Type
     field, select
    Firm News Feed
    .
  4. To create a news portlet that can be viewed by all firm employees, verify that the
    Allow others to view this portlet
     checkbox is marked.When this checkbox is not marked, only the staff member who creates the portlet will be able to view it.
  5. In the News Feed Items tab, select the
    Add
     button to create a news item.
  6. In the
    Description
     field of the News Feed Items tab, enter a description or "headline" for the news item.
  7. If you want the news item headline to link to a web or intranet page, enter the page’s address in the
    Address
     field, or select the Address button and create the link. When a staff member selects the headline, the linked page will open in the default web browser.
  8. In the
    Date
     field, accept the date and time supplied by DT Practice or enter a custom date and time.
  9. Enter text for the news item in the Content pane. Toolbar buttons are provided to enable you to change text formatting and insert hyperlinks. For line breaks, press SHIFT+ENTER.
  10. If you want to include an attachment in the news item, such as a document or spreadsheet, enter a title for the attachment in the
    Title
     field.
  11. Select the Address button next to the
    Address
     field to choose the file, email address, or web address for the attachment.
  12. Choose the type of attachment in the
    Type
     field. Your selection determines which icon accompanies the attachment title in the news item.
    note
    An attachment is always placed at the bottom of the news feed item. You can insert one attachment per item.
  13. Select the
    Enter
     button on the News Feed Items tab to save the news item.
  14. Select the
    Enter
     button at the bottom of the Custom Portlets setup screen to save the Firm News Feed portlet.

This article applies to:

  • Product: DT Practice