Firm > Manage Firm - Integration Tab


Associations with an existing Webpage may want to provide a link to the Portal to make it easier for community members to gain access to Portal features. The necessary HTML is located on the Integration Tab on the Manage Firm page. 


Step 1. Navigate to Firm > Manage Firm - Integration Tab.

 

Step 2. Right-Click the Portal Login form HTML hyperlink to save the HTML form to your local drive. 

  

Step 3. Share the file with your webmaster to be added to your website. Sample form HTML below. 



NOTE-The form contains values specific to your firm and should not be changed. The styling of the form can be changed but do not change the actions or field names to ensure correct operation.

The 'brand=' parameter limits the results to your firm so this value should not be changed.