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View Documents in Customer Portal

When you email a customer a document, they can also view the document in their customer portal.

To do this, go to the Documents Tab.

Find the Document you want to send and click the envelope button.

A pop up will appear for you to choose the customer to send/assign it to.

Click the the blue “Send Email” button.

 

 

 

The customer will receive this document via email or can view the document in their customer portal.

To view the document in their portal, they will log in to their portal and click Finances>Documents

 

Updated on March 9, 2022

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