Can documents be published in the Customer Portal?

[HHH]

Can documents be published in the Customer Portal or is that limited to the employee portal?

[James Ainsworth]

Hi HHH,

Thanks for your post.

Documentation manager has a Docmanager Portal Role which applies to both the Customer and Employee Portal.   You can add this role to the Customer Portal security settings under Configuration.  Just open Configuration and search for Customer Portal.

 

Under the Security Settings section, add the Docmanager Portal role to the group of authorized roles.

I hope this helps.

[James Ainsworth]

You can additionally add documents per service using the Service Document option

[Martyn Houghton]

@HHH

We publish quite a few documents via the Customer Portal at the Services level. 

Just be aware there are a few limitations at the moment.

• You cannot reorder them (without unlinking and then relinking them in the order you want).
• You cannot group documents or have a hierarchy, it is just a single list in the order you link them. We end up uploading zip file of documents as groups, but then you cannot view them individually.
• Unlike all the other options on the Service Portfolio form, only the 'Service Owner' can link/unlink documents so you have keep changing the Service Owner between the people whom administer the service.

Cheers

Martyn