⏩ Content Summary:

The new Pipefy portal helps you organize all forms, links, and important information for your organization in one place.

For example, your new portal could be for employees, suppliers, customers, and others.

That's why it's essential for visitors to find information and make their requests.

To create a new portal, scroll the homepage until you find the option Create portal.

Next, you'll be redirected to the new portal page. There, you'll find a pre-built portal that can be customized according to your needs.

Click Edit Portal at the top of the page.

On the left side of the screen, you'll find the pages of your portal. These are considered sub-portals, which further facilitate the separation of your forms.

You can decide what type of page you want to create. For example, a page for IT support, human resources, travel, reimbursements, customer support, among others.

On the right side of the page, you'll find the editing/creation elements of your new portal. They can be text elements, forms, images, links, pages, videos, and dividers.

Your new portal already includes examples of all these styles of elements. Click on each one and edit them according to your preferences, further enhancing your experience.

To add elements to the portal, drag and drop the desired element style. They can be text, link, divider, page, image, video, and form types.

Add titles, subtitles, and text to facilitate understanding of your portal in the desired format.

Add important links for your organization and keep all information within your portal.

Add dividers to make your portal more organized and ensure the best categorization of information.

With the page element, you can include, adjust, and position created pages wherever you prefer within your portal.

Image elements allow you to customize the portal with your company's branding. Add images from image banks, upload your own images, or use a URL.

You can also add videos from YouTube or Vimeo to your portal. Simply copy the URL, paste it in the indicated location, and adjust the video size.

You can enable or disable the Show controls option. When activated, it allows the user to view and use the video settings; otherwise, only pausing or playing will be possible.

Add your forms separately to the page and, if desired, activate their description so users can identify the purpose of each form.

As mentioned above, pages can take on any format you desire. They can be pages for IT support, human resources, travel, reimbursements, customer support, among others.

Your new portal comes with three examples of available pages. Click on each one and edit them according to your preference.

If you wish to add more pages, click + Add page on the left side of the screen.

Then, give your page a name, provide a brief description of it, choose a cover photo, and add alternative text for more accessibility.

Next, add other elements to enhance your page, such as forms and links. It will appear below the other already created pages and will also be added to the main portal.

Your new portal is ready for use! Now your requesters will have access to an organized and comprehensive portal with all the necessary information in one place, making the experience of creating new requests even easier and better.

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