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How do I set up/assign a few standard documents (or document links) so that portal users can download them?

Hi Mike,

Are these going to be the same documents for all customers or are they customer specific (i.e. the customer will access their own version of the document)?

--Audisho

Well, it would be good to know both.

But for now, let's just consider the case of the same documents for all users.

Hi Mike,

You can accomplish both of these scenarios by adding a DocumentLibrary grid to the preferred portal screen. You can use the session value for Portal - Entity to filter for only documents related to the customer who is logged into the portal.

If you’d like to make a few documents available to everyone, I’d suggest adding a custom yes/no field to the DocumentLibrary table for this (IsForPortalUse). This way you can build your filter to include all documents with a value of yes in the field for anyone. I hope this helps.

--Audisho