ClickHelp Documentation

Portal Home Page

The portal Home page is what readers see when they go to the root URL of your documentation portal.

This page contents can be any HTML document you like - you can use a custom background image, custom layout, fonts, etc. For your convenience, you can customize your Portal Home page template and background image right there - through a floating customization widget on the left-hand side:

If you delete, remove or edit the background markup element, it may not be possible to change the background image through the widget - it expects a certain structure of the elements to make changes. If you did it accidentally, select one of the built-in templates once again to restore the default markup and then make the needed changes. 

If you make changes to the Home page content or styles, be careful when switching to another template - your custom changes will be lost.

To further configure the Home page content and styles, click Advanced Customization (or select Tools | Portal Settings... from the Author Dashboard page and switch to the Branding | Portal Home Page category).

You can edit the portal home page template both in the Design and Source modes - you can switch between them using the tabs below the content editor. In most cases, when you want to implement some advanced design techniques to make the page look good, you will need to use the Source mode for direct access to the HTML code of the page. 

Information For a better experience, edit the contents in Full Screen mode. To turn it on, use the corresponding element on the Home tab of the editor's ribbon bar.

It is recommended to specify a custom value for the Page title setting - this is the text that will show up in a search engine when your portal home page is among the results. So, you will likely want that page to have a title that mentions your company or product name.

Warning Keep the Page title under 55 characters to make sure it is not truncated in the search engine results.

Read the Branding and Styling topic to learn more about how you can design your Portal Home page.

If you don't have the time or the experts to customize your portal, you can ask us for help - just click the "Need more templates?" button and describe your scenario. We can help you with some minor customization hints & tips for free as a part of our Technical Support services, or provide you with an estimate of a branding service project if you require some complex customization. 

Placeholder Syntax

In a rapid documentation development environment when multiple teams create documentation, changing the Home page contents every time a new manual is published may be too complex and error-prone. In this situation, you can use the dynamic placeholders in the Home page template, so that the list of available publications is generated when a reader opens the Home page. There are three placeholders supported:

{{PUBS}} - This placeholder needs to be used in the page template, and will be replaced with the actual list of publication links available for the current reader. Note: the list of available publications may be different for anonymous readers, and authenticated Power Readers, this is taken into account by the list generation logic.

By default, the list of publication links is generated as a number of DIV elements. You can change this by setting your own markup for every auto-created publication link. To do this, you'll need to specify the template as an HTML snippet in the  Publication link markup template field on the page. Inside the link template, you can use these placeholders:

{{NAME}} -  Will be replaced with a publication title, as it is visible to readers.

{{URL}} - Will be replaced with a publication URL.

Using those placeholders and inline styles, you can implement your own view for the dynamic publications list.

Page Header

You can customize the header of the Home page via the branding CSS file. The logo you pick will be used for the whole portal, since every portal page has the header area.

Warning Note that Snippets are not allowed in the Home Page markup. You can use the Snippets feature only in the topics content.