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View allCopy files and folders with CopyResource
HubSpot administrators can use the WoodsPortal CopyResource workflow action to copy a file or folder to another File Manager location and associate the copied ...
Read article Automation & IntegrationsAutomate folder creation with CreateFolder
HubSpot administrators can use the WoodsPortal CreateFolder workflow action to create a folder in HubSpot File Manager and associate that folder with the ...
Read article Authentication & User AccessConfigure AWS Cognito single sign-on
Tenant administrators can connect an Amazon Cognito user pool to a WoodsPortal implementation so eligible portal users can sign in through the organization's ...
Read article Portal Design & NavigationConfigure right-sidebar record cards
Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record.
Read article Portal Design & NavigationConfigure portal navigation and menu items
Administrators can organize portal navigation around the records, resources, and external destinations that customers need, using clear customer-facing labels ...
Read article Portal Design & NavigationConfigure the portal dashboard and dashboard cards
Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, ...
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