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is it possible to have documents show up with folders on Portal (ie. Portable role can view documents for account). Documents are structured on CRM with folders. However, when we assign document to an account it only has document and no folder structure. Will I need to do this manually with php ? Would you suggest creating a template for the portal with some type of filter to filter off of document type/category to display it under the dynamically generated Folders? Any guidance you can offer would be helpful. I’m ok at coding, just need some general guidance.
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is it possible to have documents show up with folders on Portal (ie. Portable role can view documents for account). Documents are structured on CRM with folders. However, when we assign document to an account it only has document and no folder structure. Will I need to do this manually with php ? Would you suggest creating a template for the portal with some type of filter to filter off of document type/category to display it under the dynamically generated Folders? Any guidance you can offer would be helpful. I’m ok at coding, just need some general guidance. -
Hi czcpf,
Just allow access to Document Folders for Portal Users.
Go to Administration > Portal Roles, choose the role you need and set Access for Document Folders such as enabled and read > all.
Thus, only those Document Folders will be displayed for your Portal Users, in which there are Documents associated with the Portal User Account.
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