Follow these steps to download a record from the Customer Portal.
- Log in to the Portal.
- Click on Cases, Quotes, Invoices, or another module mentioned above on the portal menu.
- To download a record, choose one of the following options:
- Hover over the record and click the Download button.
- Open the record and click the Download button.
The record's PDF will be downloaded using the predefined print template for that module. If no active template is available, an error message will be displayed stating: There is no active template to download this.