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.

1. Open Attach File from the Person, Organization, or Deal page.
2. Select the file you want to attach.
3. Choose the desired option under Send Email.
4. Enable Show on Customer Portal if the customer should see the file.
5. Click Attach.

Sharing a file from a Person, Organization, or Deal.

When Show on Customer Portal is enabled, the file becomes available to the customer through the portal. If the file is intended only for internal use, leave this option disabled.

If Do not send is selected, the file can still be displayed in the Customer Portal without sending an email notification.

The customer can then download the shared file directly from the portal.

Invoices

Customers can access their invoices directly through the Customer Portal. There is no need to share invoices individually. If you issue invoices in Onpipeline, the invoice becomes available to the customer when the Person is linked to an Organization associated with the relevant Billing Account. The only requirement is that Customer Portal access is active for that Person.