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Setting up the back office for the Service 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 Service Portal
Creating the Service Portal site group
Defining replication rules
Specifying portal parameters for the Service Portal
Adding country codes to province and state records
Providing your company contact information
Setting up customers and partners to use the portal
Specifying country codes for the Vertex tax system
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
Setting up for warranty claims
Allowing invoice reprint from the portal
Setting up ISO-based currency codes
Setting up ISO unit of measure codes
Enabling viewing of the service knowledge base
Setting up event notifications