Documents (portal)
Open Portal → Documents in Thermal →
What it's for
Documents in the customer portal is the paperwork you have shared with that customer — certificates, reports, and anything else they may need to produce for someone else. It saves the email round-trip that starts "can you resend the…".
Your customers reach it from the portal, at /portal/documents.
Tabs
The screen has no tabs. It is one list.
Panels and controls
Columns: Type, File, Issued, Expires, and Download.
- Expires is the column that earns this screen its place. A customer who can see their certificate expires next month can chase it before their own auditor does.
- Download retrieves the file.
- No documents on file means nothing has been shared with this customer yet.
- Documents aren't available yet means document storage has not been set up for your shop — a configuration answer, not an empty account. The office sees the same distinction when uploading.
- This document is no longer available appears when a file has been removed since the page was loaded.
Only documents your office attached to that customer appear. Nothing is shared by default.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Download | A single action per document | Yes, to retrieve |
Customers do not upload here; documents are attached by your office on the customer record.
How to configure it
- Customer portal settings decide whether the documents section appears.
- Document storage must be configured for your shop before anything can be attached or downloaded.
- Document types and expiry dates are set when the office uploads the file.
Who can see it
This screen is part of the customer portal. Your customers reach it with a portal login, and each one sees only the documents attached to their own account.
It is not part of the office app. Your staff attach and remove documents on the customer record.