** Advanced plan required ** The Customer Portal gives your customers a secure, branded space where they can interact with your company. Customers can upload requested documents, access files shared with them, and view invoices, while everything remains connected to the relevant Person, Organization, or Deal in Onpipeline. Files exchanged through the Customer Portal are […]

A Document Request is used when you need a customer to upload a specific document. The customer sees the request in the Customer Portal and can upload the required file directly from there. A request can include a name, instructions, due date, reviewer, and sample file. Document Requests remain connected to the relevant Person, Organization, […]

You can share individual files with customers directly from a Person, Organization, or Deal page. This is useful when you want to make a file available in the Customer Portal without creating a Document Request. Open Attach File from the Person, Organization, or Deal page. Select the file you want to attach. Choose the desired […]