Files

Let's see the files option of customer portal.

To explore the Files option on the customer portal, follow these steps: 

1. Navigate to the "Files" section to access uploaded documents. 

2. Here, you'll find all files seamlessly uploaded to the organization portal. 

To download a file, simply click on the download icon for quick access. 

Searching for a specific file? Enter the file name in the search bar, and locate it effortlessly. 

Managing Download Access from the Architect Portal

• In the Architect Portal, each uploaded file or folder includes a “Visible to Customer” toggle.

• If this toggle is disabled for a specific item:

  • The file or folder will still appear in the Customer Portal, but customers won’t be able to download it.

  • Hovering over the download icon in the Customer Portal will display a tooltip:“Download restricted”

• This feature allows architects to manage what customers can or cannot download, offering controlled visibility and access.