Method:Classic General Q&A

Re: Document Folders in Dealer Portal

Method_Greg — Tue, 07 Jan 2014 14:02:52 GMT

Hello,

Portal users are set up to see one tab. In this tab group, you can define what a dealer views and accesses. You can make a custom screen to display documents or have a stock view with the documents grid on it, like the customer screen. Portal users will have the permissions to upload documents.

- Greg

Re: Document Folders in Dealer Portal

Adrian.Cortez — Tue, 07 Jan 2014 03:48:55 GMT

Greg,

I just want to check what I am trying to do it is possible , we want dealers to have access to dcuments via the portal.

Re: Document Folders in Dealer Portal

Method_Greg — Mon, 06 Jan 2014 16:49:51 GMT

Hello Adrian,

Could you provide a screen shot of what your screen is showing? I'm uncertain by what you mean by Document Library is empty. Document grids, like the one in the Customer screen, shows any linked Documents. If there are no iinked documents, then you can click 'Documnet..' and choose 'Link an existing document...'. You select a document through here and associate it with a record. If the document is not there, you can update the document and attach it to the record. Once the documents are in the grid, you can search by Folder name.

- Greg

Document Folders in Dealer Portal

Adrian.Cortez — Sun, 05 Jan 2014 05:22:44 GMT

I am trying to add Documents on the dealer portal that are sorted into folders and not just a document list, I thought this was achieved by the document library but this is always empty. The documents are stored into the relevant folders. Any help would be greatly appreciated.