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 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?
How can I upload a document to the customer portal?
Where do I find FAQs on 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?
Can I change the URL of the customer portal?
How can I change the language in customer portal?
Can I download a document from the customer portal?
Table of Contents
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:
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.
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