Neodeluxe Landing Page

Summary

This article explains how to create custom Landing Pages in Neodeluxe. Landing Pages let you personalize the initial Project view based on the project type.

Landing Page Interface 

1. Navigate to Admin >Neodeluxe Portal > Landing Page.

2. On this page, Admins can design and configure a custom welcome page (default tab) that users see when viewing their case. The Landing Page interface includes:

1. + Create New Landing Page: Allows Admins to create a Landing Page for a specific Filevine Project Type.
2. Search: Filters the Landing Pages based on the entered text by name, Project Type, creator, or status.

The All Landing Pages list includes the following columns: 

3. Landing Page Name: The name of the Landing Page. This name appears as a tab within the client’s case.
4. Project Type: The Project Type the Landing Page is associated with. Only one Landing Page can be configured per Project Type.
5. Created By: The username of the person who created the Landing Page.
6. Created Date: The date and time when the Landing Page was created.
7. Status:  The current publication status:

• Draft: The page is in editing mode.
• Published Version: The live version is visible to users.
• Hidden: The page is not visible to users.

8. Actions: Contains the following icons:

• Edit: Opens the Landing Page for editing (enabled for all statuses).
• Hide: Hides the Landing Page Tab from the user’s Project view (enabled for Draft or Published Version status).
• Make it Visible: Makes a Hidden Landing Page visible again (enabled only for Hidden status).
• Delete: Permanently deletes the Landing Page.

Create Landing Pages

To create a new Landing Page:

1. In the Landing Page interface, click the + Create New Landing Page button.

2. In the Landing Page Settings, enter the Landing Page Name, select a Filevine Project Type*, and click Apply.

3. Click Add Section to insert a new section into the Landing Page.
4. Enter the Section Name, toggle the switch to select if the section Is Collapsible or not, and optionally configure the Conditionals  (rules that determine when this section is shown), and click Apply.

Conditionals

Each conditional section includes:

• Criterion N: Criteria are related using OR logic. Each criterion consists of one or more Conditions. By default Criterion 1 is shown.
  • Condition: Conditions are related using AND logic. Each condition includes:
    • Data Source*: Filevine or Vineportal (Neodeluxe).
    • Variable*: A field from the selected Project Type.
    • Operator*: Logic for evaluation (For example: Equal To, Not Equal To, Less Than). The available operators depend on the field type of the selected Variable*.
    • Value: The specific value(s) to be match, either entered manually or selected from a dropdown.
    • For more information on criteria and conditionals, please visit: Criteria in Neodeluxe.

For example: For Filevine Projects with Project Type Mass Tort, the Conditional section is configured as follows:

• When in a Filevine Project with Project Type Mass Tort the user enters in the US Case Data-NOF Start Date Absolute field, the value 03/11/2025,

AND

The user enters NO in the Case Summary-Invite Client & Portal Users to Vineportal field,

The criteria IS MET and the corresponding section in the landing page is displayed.

OR

• When in a Filevine Project with Project Type Mass Tort the user enters in the Address History-Address in the United States?  field, the value is Not Empty:

The criteria IS MET and the corresponding section in the landing page is displayed.

5. Click the +Add Element button to insert a new element into the section. The New Element option will appear under the Elements tab in the Landing Page Settings.

6. In the Element field, select the type of element to be included in the new section.

• Rich Content: Insert styled text, links, and/or images.

• Insert a link in the content:
  • Highlight the text, and click the Link icon .
  • Enter the URL and click Save.
• Insert an image in the content:
  • Place the cursor where the image should be placed, then click the Image icon.
  • Search in your device, select the image to upload, and then click Open.
• YouTube Link: This option allows the user to insert a YouTube link in the section. 

7. After configuring the element, click Apply.

8. Click the Delete icon to remove sections or elements within sections as needed.
9. Once at least one element is added to a section, the Save As Draft, and Preview Mode buttons are enabled.

Preview Mode of Landing Pages

Use the Preview Mode button to view the Landing Page as users will see it:

1. In the Landing Page editor, click the Preview Mode button.

2. The preview shows the Landing Page name and content as users will see them on their Project page.

3. Click Go To Top to scroll to the top of the page.
4. Click Creation Mode to return to the editor and make any necessary adjustments.

Save as Draft

Before publishing, you must save the landing page as a draft:

1. In the Creating Landing Page interface, click the Save As Draft button.

A notification displaying Landing Page Created Successfully will appear in the bottom-right corner of the screen, and the Landing Page is added to the list with Draft status.

Publish Landing Page

5. From the All Landing Pages list, find the Landing Page with a Draft status that you want to publish and click its name or the Edit icon to open the Update Landing Page interface.

2. In the Update Landing Page interface, click Publish.

3. Confirm the action by clicking Publish. A notification displaying Your landing page has been published appears in the bottom-right corner of the screen. 

   The Landing Page will be updated to Published Version status in the list and will appear as the first tab for users in their respective Project view.

Hide a Landing Page from a User

To hide a page from users:

1. In the All Landing Pages list, locate the Landing Page, and click the Hide icon .

2. Confirm the action by clicking Hide.

A notification displaying Your landing page has been successfully hidden appears in the bottom-right corner of the screen. The Landing Page will be updated to Hidden status in the list and will be hidden from users in their corresponding Project view.

Make a Landing Page Visible to a User

To re-enable a hidden page:

1. In the All Landing Pages list, locate the Landing Page and click the Make it Visible icon .

2. Confirm the action by clicking Make It Visible.

A notification displaying Your landing page is now visible appears in the bottom-right corner of the screen. The selected Landing Page will revert to its previous status—either Draft or Published Version—in the list and will be accessible to users in their Project.

Delete Landing Pages

To permanently delete a page: 

1. In the All Landing Pages list, locate the Landing Page to be deleted, and click the Delete icon .
2. Confirm the action by clicking Delete.

A notification displaying Your landing page has been deleted appears in the bottom-right corner of the screen. The selected Landing Page is deleted from the list and no longer appears in any Project views.

Troubleshooting and FAQs

Why Can’t I Configure a Landing Page for a Project Type? 

Each Project Type can have only one Landing Page configuration. Make sure a Landing Page doesn’t already exist for that Project Type.

Why Can’t I See the Configured Landing Page in the Client Portal Project?

Ensure the Landing Page status is Published Version.

• If the status is Hidden, the Landing Page will not be visible to users in the Project view.
• If the status is Draft, the Landing Page is still in editing mode and has not been published yet.

Why Can’t I Publish My Landing Page?

Landing Pages must first be saved as a Draft. Once that’s done, the Publish button becomes available in the Update Landing Page interface.

Have Questions or Issues?

If you have any questions or you are experiencing issues configuring your landing page, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.