Documents visible in client portal

stehled

What is the purpose of Documents (not files). Can I somehow set the visibility for client? Also files appended to a document are not visible to the client.

wrongecho

Documents are for things like knowledge articles & process docs, editable within the ITFlow admin/tech portal. Files are things you can upload.

All documents are visible for the primary contact and for technical contacts in the client portal - this is not configurable (currently).

When you say file appended to documents, do you mean "Related files"? These wouldn't be visible in the client portal (yet, at least).

stehled

Thank you!

psiiota

Maybe we can consolidate this into Docs. And you can upload files into the docs. Is there a usecase that I am missing for them being separate?

davesmith87

Are files visible to clients in the client portal?

wrongecho

davesmith87

Not currently. Ideally everything would be visible (possibly configurable) but it's not something we've added yet (I can see you raised a feature for this)