Skip to main content
All CollectionsCustomersCustomer Portal
Document Configuration for Customer Portal
Document Configuration for Customer Portal
Duygu Demir avatar
Written by Duygu Demir
Updated over 5 months ago
  • Navigate to Configuration > Documents.

  • Select the "View" or "Upload" options located under the "Customer Portal" field.

  • Activate the documents that you want to make visible or uploadable for your customers by toggling on or off.

  • Save your changes.

Attention: Ensure that the same type of documents are also available on the "Available document types" option otherwise, customers will not be able to view or upload them.


You will receive the following warning message if its the case
โ€‹

  • Customers can then upload or view the related documents on their portal pages.

Did this answer your question?