Setting up documents

The portal Documents function is used to provide controlled online access to documents that are attached to specific records in the back office. Documents can be added for the portal by a back office user or they can be uploaded by a portal user and then approved in the back office.

Back office and portal users must be subscribed to the appropriate publication to receive notifications when documents are added. Portal users can subscribe themselves by using a setting on the portal Account Management page, or you can subscribe them in the back office. See the section about setting up event notifications.

• Verify group requirements
• Create document categories
• Add documents for downloading