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Use this page to create pages, upload files, and keep portal documents organized. It is for MSP staff with permission to manage Documentation settings. Company users read what you make available to them.

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Before you start

  • You need permission to manage Documentation settings. New page, Upload, and New folder only appear for MSP staff with that access.
  • Portal documents do not need Hudu or IT Glue.

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Create a page

1

Open the editor

Open Documentation > Documents and click New page in the header.
2

Choose the title and scope

Enter a Page title. Choose a Company for company-specific content, or leave Global page for a page with no company. Choose a custom Folder, or leave Unfiled.
3

Write the page

Type the Body, or start from a document with Import Word file or Write with AI (see below). Use the toolbar for text styles, lists, links, and supported images. Check the content and the selected company.
4

Create the page

Click Create page. MSPortal shows Page created. Cancel closes the editor without creating anything.
5

Verify

Open the page from Documents and check its content and who can see it.
New page editor with an example title and body, company and folder selectors, and Cancel and Create page controls.

A new portal page with sample instructions. The page has not been saved.

The company setting says whose page it is. Visibility rules decide who can read it, so check the audience in Documentation settings. A global page is not a private draft.

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Start from a Word file or with AI

The editor’s Body row has two shortcuts. Both replace the body in the editor. Nothing is saved until you click Create page or Save, and Undo beside the result puts back what was there before.

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Import a Word file

1

Click Import Word file

In the page editor, click Import Word file and choose a Word document (.docx). The file is converted in your browser and is not uploaded.
2

Check the result

The editor shows Imported with the file name. Headings, lists, bold, italic, underlined text, links, tables, and images come across. If the page had no title, the document’s title (or its file name) becomes the Page title.
3

Save

Edit as needed, then click Create page or Save.
New page editor after importing remote-work-policy.docx, with the Imported status line, Undo, Turn it into a client template with AI, and the converted policy in the body.

A client's Remote Work Policy imported from Word, with its headings, list, table, and image. The page has not been saved.

Images over 500 KB, and drawings in formats browsers can’t show, are left out; the editor says how many. Comments, headers, and footers are not imported, and a document with tracked changes imports as if every change were accepted. Save an older .doc file as .docx in Word first. To keep the original file instead of converting it, use Upload.

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Write with AI

1

Click Write with AI

In the page editor, click Write with AI. A prompt opens above the editor. It appears only when AI is turned on for your organization.
2

Describe the page or the change

On an empty page, describe the page you need, such as an acceptable use policy for laptops, email, and Wi-Fi. On a page with content, describe the change, such as adding a section on password managers. Or click Tidy the formatting.
3

Review the draft

The editor shows AI wrote the page or AI updated the page. Read it, fill in any bracketed placeholders, then click Create page or Save.
AI is told not to invent facts such as prices, phone numbers, or dates. Where a detail is unknown, it writes a bracketed placeholder for you to fill in.

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Turn a client’s document into a client template

After you import a document written for one client, click Turn it into a client template with AI, or Make it a client template in the AI prompt, and send it. AI replaces that client’s name, logo, address, website, domain, and contact details with merge fields, and your organization’s name with MSP name. Because the result uses merge fields, the editor turns on Client template. Check every field before you save: the template is what every client reads.
New page editor after Write with AI: the Client template switch is on, the AI prompt offers Make it a client template and Tidy the formatting, and the body shows company_logo, company_name and tenant_name merge fields.

AI turned the imported policy into a client template. Client details became merge fields and Client template switched on.

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Write a page once for every client

Turn on Client template in the page editor to write one policy or guide that every client reads in their own name. While it is on, Insert field adds a merge field at the cursor, such as {{company_name}}. Each company user sees the page filled in for their own company, never another client’s version. MSP staff see the template with labeled fields; select a company in the company selector to read that company’s version. The saved page always keeps the fields, so editing never stores one client’s details in the template. A field the company has no value for, such as a missing website, is left blank.

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Export a branded PDF

Click Export PDF on a portal page to download it as a PDF. The PDF starts with the client’s logo and name, the page title, its effective date and revision, and numbers each page. For a client template, the PDF is filled in for the company you are viewing. If no company is selected, choose the client in the export dialog. Set how portal pages export in Settings > Documentation > Documents, in the PDF export section at the end of the tab:
  • Export portal pages as PDF shows or hides Export PDF on portal pages for everyone. It is on by default.
  • “Prepared by” line chooses where the PDF names your organization: Not shown (the default, so a client’s PDF carries only their branding), Footer of every page, or Title page only.
  • When Hudu or IT Glue is connected, the same section also turns Export PDF on or off for its synced articles.

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Upload files

1

Open the upload dialog

Open Documentation > Documents and click Upload. The Upload documents dialog opens. You can add several files at once, and each file becomes its own document.
2

Add files

Click to upload, or drag files onto the drop area. DOCX, XLS, XLSX, PDF, and CSV files up to 50 MB each are accepted. A message names any file of another type or over 50 MB, and it is not added.
3

Check the names

Each file is listed with a document name taken from its file name. Edit a name, or click the X beside a file to remove it.
Upload documents dialog with a drop area, three queued CSV files with editable document names, shared Company and Folder selectors, and an Upload 3 files button.

Three files queued for upload, before Upload is clicked.

4

Choose company and folder

Company and Folder apply to every file in this upload. To file documents in different places, upload them in separate batches.
5

Upload

Click Upload N files (or Upload 1 file). Each file shows Uploading, then Uploaded. When all files succeed, the dialog closes and shows a confirmation.
If a file fails, it is marked Failed and the dialog stays open. The files that worked are already saved. Click Upload again to retry the failed files, or remove them. Settings > Documentation > Documents opens the same dialog from Upload file. The document list marks each upload as a File. Open it to check the result. The file shows on the page, and Download in the page header gets the original. The page can simplify formatting or limit spreadsheet rows, so download the original when you need the exact layout.

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Replace an uploaded file

1

Open the document

Open the uploaded file’s document page.
2

Click Replace file

Click Replace file in the page header and choose the new DOCX, XLS, XLSX, PDF, or CSV file.
3

Confirm

MSPortal shows File replaced. The document keeps its name, company, folder, and sharing, and the new file shows on the page.
Each replacement is a new revision. Click Revisions to see earlier versions and Restore one to bring the earlier file back. If someone changed the document while you were working, MSPortal tells you and reloads it. Try again.

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Put a file in the Documentation Hub

After you upload a file, add it to the Hub as a Document resource in Settings > Documentation > Hub. You can also add a Folder resource for a collection, or a Link resource for a file stored elsewhere. See Add files and links to the Documentation Hub. Uploading and adding to the Hub are separate steps.

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Organize folders and documents

1

Create a folder

Click New folder, enter a Name, and choose the company and Parent folder if needed. Click Create. MSPortal shows Folder created.
2

Move a document

Open the Document actions menu on an editable portal document’s row, choose Move to folder…, and pick a destination. You can also drag the document into a folder in the folder list. The move saves right away.
3

Delete a folder (optional)

Open Folder actions on a custom folder and choose Delete folder. Read the confirmation. Nested folders are deleted too, and their documents move to Unfiled. The documents themselves are not deleted.
Provider folders and documents belong to the provider. Manage them in Hudu or IT Glue when the portal offers no edit action.

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Edit a page and review history

1

Edit the page

Open an editable portal page and click Edit. Change the Page title or Body, then click Save. Saving creates a new revision.
2

Review the history

Click Revisions to see the Revision history.
3

Restore a version

Click Restore on the version you want. Restoring creates a new current revision. It does not erase history.
If the page changed while you were editing, reload the current version and merge your changes before you save again.

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Archive and restore a page

1

Archive

On a portal page’s row menu (Document actions) or in its page header, click Archive and confirm Archive page?. The page is hidden from active documentation. Its content, revisions, and sharing settings are kept.
2

Find archived pages

In Documentation > Documents, change the Document view selector to Archived pages.
3

Restore

Click Restore on the page and confirm Restore page?. The page returns with its earlier sharing settings.

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Troubleshooting

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Frequently asked questions

No. The company says whose content it is. Visibility rules and each user’s permissions still decide access.
No. Click Create page for a new page or Save for an edit. Closing the editor discards it.
No. Edit it in its source system.
No. Its documents move to Unfiled. Nested folders are deleted with it.
Yes. Open Revisions and click Restore on the version you need.
No. AI fills the editor. Review the draft and click Create page or Save. Undo beside the result restores the previous content, title, and Client template setting.
No. A company user’s page and PDF are always filled in for their own company. Only MSP staff can choose another company.
No. Client templates and their branded PDFs live in MSPortal Documentation only.