GovtPortal Clerk / Director / Admin Documentation

The admin portal helps the Clerk / Director / Admin to manage the application. There are setting and parameters for all aspects of payment (standalone, integrated) and other features (document submission, lobby, docket management.

Portal Settings

Settings page:

1. Portal

This tab lists all the portals available on the site. You click on edit to edit each portal

Let’s edit a specific portal, let’s say Standalone Portal

This section has:

- General Settings

- Receipt settings

- Portal Function settings

This is where you enable or disable instabill. Set Fixed Payment, Allow Recurring schedule on the portal.

  • Fixed Payment: when this is active, the citizens pay a flat rate per transaction
  • Allow Recurring: the clerk will be able to save recurring payment for customers who request for that feature

- Lobby Settings

Enable and disable Lobby, lobby form here.

Call Attendant SMS Notification: this sends an automatic message to the citizen when he/she checks in

- Application/Documents function settings

Allow and Disallow document submission on a specific portal.

Allow Document on Kiosk Mode: citizens will be able to fill a document and eSwears on the kiosk Device

Select Template assigns the form template to the portal, we will cover how to create Form Templates under documents tab.

- Payment setting

- Kiosk Mode settings

2. User

This Tab lists all the Clerks and Directors in that entity (the partner or a specific county)

3. Site

4. EMV

Add EMV Machine

5. Document

List of Template forms

Template forms are the document forms that citizens fill.

Let’s create a document

  • Click on Add New Template Form
  • Create New Template Form Page
    Fill the form Name
    Select the partner
  • Fill the form
    Fields Type are: text, Select, Multi check, Radio, Money, Date, Title, heading
    Field Label:  the name of the field and at the same time the label.

It is important to note that field types like Select, Multi check and Radio will have multiple choice option

You will have to input the Optional Values in the field as shown below and separate the values by a comma.