Experimenting w/ sharing a PDF via the customer portal. I create a doc and attach a PDF.
1 - I can’t see the attachment in the customer’s portal - ??
2 - If I want to view the attachment in my portal, I have to copy a partial URL - what?
3 - The attachments are not secured, no password/creds required, just need the link…
What am I missing? If I’m not missing anything then this feature needs to go back into the dev cycle to be completed I should think.
To have a Portal User view PDF attachments in the portal need to do the following:
- Drag a PDF into the Attachments section under the Customer page
- Click on the three dots → Make public on Customer Portal
- Make sure the Portal User has the permissions of Attachments - View Public
Your Portal user should now be able to view the PDF attachment.
The PDF is a public link, but it’s a really long one that’s generated securely and not something anyone would be able to guess.
However, if you do want to require an extra step for a password, you’re welcome to make a feature request here: Feature Requests & Suggestions - Syncro Support Community
That looks like you’re in Tickets, I’m talking about Documents under Customer tab, adding attachments there to permanently share with customer.
I noticed this got marked as solved, guessing an admin did that?