Adding documents for downloading

To add documents in the back office that can be downloaded on the portal, follow these steps:

  1. Select the record to which to attach a document and then select Actions > Documents for Current. This opens the Attached Documents form, so you can attach the document.
  2. Specify the required information and then import the document. Do not select Internal, because then the document cannot be shared on the portal. Make sure to specify valid effective dates and the document type. When you specify the document type, the assigned groups are displayed in the Shared Groups grid.
  3. Click Save.