FAQs in this section
Can I configure the customer portal to suit my needs?
What is the customer portal?
How do I give my customers access to the customer portal?
How do my customers view FAQs in the customer portal?
How do I configure the customer portal?
How can I host Vtiger's customer portal on my server?
Can I change the URL of the customer portal?
Can I change the theme of the customer portal?
How do I select the email templates for customer portal's 'login details' and 'forgot password' emails?
Is there a way to hide modules from the menu in the customer portal?
The customer portal login details were not delivered to my customers. What is the issue?
Where do my contacts receive portal login details?
How do I know if my customers logged in to the customer portal?
Why is my customer is not able to log in to the customer portal?
Is there a way to choose which records can be shown in the customer portal?
Can I set a default assignee for cases coming in through the customer portal?
How do I log in to the customer portal?
How do I change my portal password?
Where can I edit my name, phone number, etc. on the customer portal?
How do I create a case on the customer portal?
Where do I find FAQs on the Customer Portal?
Can I download a document from the customer portal?
Can I export cases from the customer portal?
Where can I find the customer portal's 'login details' and 'forgot password' emails?
Will the pie charts in the Customer portal display colors?
What are the steps in Two-step authentication for customer portal login?
How can I change the language in customer portal?
How can I upload a document to the customer portal?
Table of Contents
There are two ways to upload a document.
Note:
- From Documents in the menu
Follow these steps to upload a document to the portal:
- Log in to the portal.
- Select Documents from the menu.
- Click the New Document button on the Documents page.
- Click Browse to find your document.
- Click Save to upload the document to the portal.
- From the homepage shortcut
Follow these steps to upload a document from the portal homepage:
- Log in to the portal.
- Click the Upload a document button under What would you like to do?.
- Click Browse to find your document.
- Click Save to upload the document to the portal.
Note:
- The maximum size of the document that you can upload is 100 MB.
- Recently uploaded documents are shown on the portal homepage if enabled by the CRM admin.
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