Who can use this feature?
π€ Organization Administrators
This guide walks you through how to create and display featured articles in the Business Portal, helping your business users access key information or actions quickly.
β Step 1: Create a new article / Update an existing one
You can either create a new article or update an existing one that appears in the Business Portal.
To create a new article:
Follow this guide: Create, link, and share Knowledge Base articles.
Articles can include action buttons that, when clicked, open a matter or contract creation form. This allows users to quickly initiate a new matter or contract directly from the article.
You can include action buttons in your articles that link to:
Matter or contract creation forms
FAQs
External websites
β‘οΈ In the example below, a button is created that links to a matter creation form. When users click it, a new matter opens automatically:
β
To edit an existing article:
Navigate to the Knowledge section.
Locate the article under Article Categories, or use the Global Search to find it quickly.
3. Click on Edit to start making changes to it.
After you're done creating or updating your article, you are ready to link it to the Business Portal.
β Step 2: Add the article to the Business Portal
Once your article is ready:
1. Go to Settings in the bottom-left corner of your LawVu, then click on Business Portal.
2. Scroll down to the Content section. Under Featured Article, select the article you want business users to see when they log in.
4. Once you're happy with the setup, click Save.
π Preview the featured article
To see how your article looks in the Business Portal:
Click your profile picture (top-right corner).
Select Open Business Portal from the dropdown menu.
Your featured article will now appear under the feature tiles and serve as a quick-access point for important resources or actions.