To add the updated Client Portal page and corresponding Security Measures page, first log in to your site.
After you have logged in, click on “Site Map,” which is located in the blue bar running across the top of your Site Manager. Once you are here, delete your old Secure File Exchange/Client Portal login page.
Now, click “Add Page” (located in the blue bar running across the top of your Site Manager). Here, you can add the Client Portal page.
After you add that to your site, go back up to “Add Page” and add the Security Measures page.
When your Site Manager reloads and you are shown the text on the Security Measures page, click on “Site Map” in the upper right corner of your screen. You’ll see the two new pages at the bottom of your site map, but the Security Measures page will look different than most of your other pages.
By default, this page is set to be hidden from your menu – so you don’t have to worry about adjusting any of the page settings.
Now you can move the Client Portal page to wherever you would like. Its default location is under your Resources menu.
You also have the ability to move the Security Measures page wherever you want to on your site map – although it won’t show up in any of your menus unless you set it to not be hidden.
Once you are done moving the pages around, it’s time to link the Security Measures page to the Client Portal page.
To do so, open the Client Portal page and then open the WYSIWYG editor. Enter the following text at the bottom of the page:
View client portal security measures.
Once you have added that text, highlight “security measures” and click on the Add/Insert Link icon. Select “Page on this site” from the options on the left and locate the Security Measures page. Once you have located the page, your settings should look like this:
Click “Apply” or “Insert.” Then click “Save” and you’re done. You are ready to publish your site.