File Storage in Customer Portal

Files with Customer Portal Access are visible in Customer Portal, allowing customers to access documents like certificates and contracts.

Adding Files to Locations
Enabling File Storage in Customer Portal
Assigning Files to Customer Portal
Viewing Files in Customer Portal

Adding Files to Locations

To be accessible in the Customer Portal, files must be available at the Location level.

Files can be associated or directly added to locations.

Enabling File Storage in Customer Portal

File Storage must be enabled at the Location level for files to be available via Customer Portal.

1. Go to Customers > Manage Locations.
2. Click the Edit Pencil in the Actions column for a location.
3. Open the Portal subtab.
4. Enable the File Storage feature.

Assigning Files to Customer Portal

Only files with Customer Portal Access will be visible to customers.

1. Go to Customers > Manage Locations.
2. Click the Edit Pencil in the Actions column for a location.
3. Open the File subtab.
4. Enable 'Customer Portal Access' on a file.
   • The page will save automatically.

Viewing Files in Customer Portal

Files with Customer Portal Access are instantly available within Customer Portal.

1. Log into your Customer Portal.
2. In the navigation menu, click File Storage.
3. Any files with Customer Portal Access assigned to the location will be available for download.

Customers see the following details per file:

• File Name
• Description
• Type
• Size
• Created Date

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.