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How can I upload a document to the customer portal?

Table of Contents
There are two ways to upload a document.
  1. From Documents in the menu
Follow these steps to upload a document to the portal:
  1. Log in to the portal.
  2. Select Documents from the menu.
  3. Click the New Document button on the Documents page.
  4. Click Browse to find your document.
  5. Click Save to upload the document to the portal.
 
  1. From the homepage shortcut
Follow these steps to upload a document from the portal homepage:
  1. Log in to the portal.
  2. Click the Upload a document button under What would you like to do?.
  3. Click Browse to find your document.
  4. 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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