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  • Product: Practice CS

Set 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
     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
     window and in the portlet’s title bar.
  3. In the
    Type
     field, select
    Firm News Feed
    .
  4. To create a news portlet that all firm employees can view, mark the
    Allow others to view this portlet
     checkbox. If you leave this checkbox unmarked, only the staff member who creates the portlet can 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 Practice CS or enter a custom date and time.
  9. Enter the text for the news item in the Content pane. Toolbar buttons are provided so you can 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 1 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
     screen to save the
    Firm News Feed
     portlet.

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