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Documents in the Customer Portal

Last post 01-19-2016 12:10 PM by Method_Audisho. 3 replies.
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  • 01-14-2016 9:31 AM

    Documents in the Customer Portal

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

  • 01-19-2016 9:07 AM In reply to

    Re: Documents in the Customer Portal

    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

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 01-19-2016 10:31 AM In reply to

    Re: Documents in the Customer Portal

    Well, it would be good to know both.

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

  • 01-19-2016 12:10 PM In reply to

    Re: Documents in the Customer Portal

    Answer

    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

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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