If you have enabled the “Notes and Attachment Access” option in the detail page layout of any object form, the portal users can access the Notes and Attachments. From the detail page of the record, the portal users will see the “Notes” & “Attachments” sections. [1]
By clicking on the Create Note button, the portal users will get a popup where they can add a Subject and the Description to provide some issues, queries, details, or any instructions regarding the records (i.e., case details/technical issues). [2]
After inserting the note-related details (Subject & Description), click on the Create button to add a note.
By clicking on the accordion icon of the “Notes”, you can show/hide the notes section. The “Notes” section contains the Title, Description, and Created On. [3] The portal users also can delete any note that is no longer required by clicking on the ‘delete’ icon.
Similarly, by clicking on the Create Attachment button, the portal users will get a popup where they can “Attach a File” by browsing from the local system. Along with the file, the portal users can add a “Description” as well. [4]
After attaching the file and adding the description, click on the Create button to add an attachment.
Note: The portal users can attach a file maximum of 5MB in size. All the file extensions of Salesforce CRM will be supported here. [5]
By clicking on the accordion icon of the “Attachments”, the portal users can show/hide the attachment section. The “Notes” section contains the Title, Description, and Created On. The portal users can also delete any note that is no longer required by clicking on the ‘delete’ icon.
If the description is too long in Notes & Attachments, the portal users will see the Read More text. [6] By clicking on the “Read More” caption, the portal users will see the whole description in the popup. [7]