In this article:
Step 1: Create an Attachment Tag
Navigate to any Customer or Invoice record to open the drawer.
Select the “Attachments” tab in the drawer.
Select +Add Tag. If you don't have any attachments on the invoice, you will not see any documents to add tags to.
If the tag you want to add already exists, you can search for it and select it. If it doesn't, you should select Create new tag.
Create a tag with a clear name (e.g., doc.docx). Add a description to provide context for others in your organization. Select a tag color, and Create.
Select your new tag to attach to your document, and click Create.
Step 2: Enable Attachment Tags in Portal Settings
Once the tag you want exists, navigate to Administration > Subsidiaries > Portal Settings for the invoice/customer subsidiary the attachment tag was created in.
Scroll down to Portal Access and expand the section.
Under Guest Settings, be sure that Download attachments is toggled on. Next add the attachment tags you want to show in your customer's payment portal.
When done, scroll to the top of the modal and click Save.
Documents will be available immediately in the payment portal once these two steps have been completed.
The Customer Portal Experience
To view attachments, the customer must navigate to the Invoices section of the payment portal.
Next the customer should click on the ellipsis for the invoice they want to view the attachment for in order to download the attachment.
Customer record attachments: every invoice will show the shared customer-level attachment document.
Invoice-related attachments: only the specific invoice for which a document was tagged will show the shared attachment.