Documents

If you have authenticated the “MS SharePoint” from the admin portal, integrated from the CRM, and configured sites from the SharePoint, the portal users can access the Documents that are managed under the MS SharePoint.

The portal users will get the accessibility to manage the Documents as per the configuration of the User Portal Role Settings from the Portal Admin.

By clicking on the Folder, the portal users will navigate into that folder. The portal users will get the navigation bar (breadcrumb) of the activity. By clicking on the ‘Home’ icon, the portal users will navigate to the main Documents page.

If you have given the rights to Upload a File and add a New Folder from the portal admin, the portal users can manage the folder-wise documents in the customer portal.

The portal users can delete any file if they have enabled the ‘Delete’ rights under portal user roles.

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