Yes, you can download documents from the Customer Portal. Note
: You can download your documents from the Documents and the Inventory modules only – Invoices, Quotes, Products, Services, Assets, Purchase Orders, Sales Orders, Vendors, Work Orders, and Credit Notes.
Follow these steps to download a document:
- Log in to the portal.
- Click on any module mentioned in the note above, on the portal menu.
- Click the Download button displayed beside the record details.