Documents in the customer portal and attached to sales documents

If a document needs to be visible to the client, select Show to clients on its form. Before saving, verify the selected document type and the file itself. The client will only see the document if they have access to the customer portal and the Documents section.

This option ensures continuous visibility on the portal. The client can locate the document in their list and access the relevant information. Internal approvers, responsible parties, processes, and action history are not visible to the client.

If you wish to attach the document when sending a sales document, select Can be sent with sales documents. The document will appear as a potential attachment in the sending window. It is not attached automatically, so please select the appropriate file and verify the recipient before sending.

You can use these options independently. One controls visibility in the customer portal, while the other manages attachment selection during email dispatch. If you change the document type, main file, or version, please re-check both settings.

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