← Using the Portal
Title and Introduction
The title and introduction have been set for the case from the portal settings but can now be edited for just this case if required.
You should always look at these before sending the link to the family.
- Click on the title and introduction tab
- Check that the title and the introduction display correctly and that any codewords have been translated correctly.
- Make any edits you need to.
(may be necessary for a particular family – or you may wish to add a sentence or two)
You can reload the defaults by clicking the reset buttons next to each field.
Note
Although you can change the title, information and help for each case, you cannot change the terms and conditions for each case. These will be what they are set as in the portal settings for the office the case belongs to.