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What are Portal Workflows?
Updated over a week ago

Each portal has an area, visible as a Tab, which can list bespoke or pre-defined workflows that you may want your clients to go through.

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To find out how to create a workflow see this article.

NB. You can change the name and place of the tab if you wish. To do that go to Portal Group Settings/Home and select "Portal Tab Configuration". To find out more, go here.

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