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Setting up the back office for the Customer Portal
Setting up documents
Viewing documents on the portal
Viewing documents on the portal
Side TOC
Side TOC
Setting up the back office for the Customer Portal
Setting up the Customer Portal site group
Defining replication rules
Specifying the forms database
Setting up items and categories
Setting up portal catalogs
Setting up customer company information
Providing your company contact information
Setting up consigned inventory
Setting up documents
Verifying group requirements
Creating document categories
Additional portal document guidelines
Adding documents for downloading
Approving uploaded documents
Viewing documents on the portal
Setting up interactions
Specifying country codes for the Vertex tax system
Setting up language-independent aging bucket labels
Adding the default bank code
Setting up ISO-based currency codes
Setting up ISO unit of measure codes
Enabling viewing of the service knowledge base
Adding user accounts
Allowing invoice reprint from the portal
Setting up event notifications