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How do I add Help Content to the sidebar of Portal 3.0?
How do I add Help Content to the sidebar of Portal 3.0?
Elisa Dinsmore avatar
Written by Elisa Dinsmore
Updated over a week ago

This article is for Flatfile's Portal 3.0. If you'd like to check out the latest version of the Flatfile Data Exchange Platform, click here!

When editing a Portal, you'll have the option to add Help Content that will appear on the right side of your Portal. There are two ways to set your Help Content: in the Dashboard, or when creating your Portal in the Platform SDK.

Editing Help Content in the Dashboard:

To access and edit your content, open up a Portal under Configuration > Portal. Beneath your Private Key you'll see a box labeled "Help Content", and you can add your help text here.


Our help content box uses Github-flavored markdown for formatting. Some examples of how to use this are indicated below:


# H1
## H2
### H3
#### H4
##### H5
###### H6


Emphasis, aka italics, with *asterisks* or _underscores_.Strong emphasis, aka bold, with **asterisks** or __underscores__.Combined emphasis with **asterisks and _underscores_**.


[I'm an inline-style link](

In Flatfile's Portal, the above examples would look like this:


In the Flatfile Platform SDK:

When creating your Portal in the Flatfile Platform SDK, you are able to specify an option of helpContent for your Portal that lets you add in a Help Content message. Here is an example of what this could look like:

const CustomersPortal = new Portal({
name: "Customer Portal",
"# Properties\n\n" +
"Some example markdown\n\n" +
"- List item 1\n- List item 2",
sheet: "CustomersSheet",
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