You can share and manage documents on the Customer Portal if you are in the user group that has permission to share documents to the Customer Portal.

Documents can be shared from the Project Explorer, Project Editor, or Project Compare Editor.

From the Project Explorer, you can access the Customer Portal Settings and delete any shared documents.

From the Project Editor, you can share documents and view previously shared documents.

From this interface, you can use the "Include Options" to choose exactly what you want to display on your reports.

From the Project Compare Editor, you can share documents to the Customer Portal or view previously shared documents on the Customer Portal. This is how you can share Change Order reports.

These steps written here are for sharing a document from the Project Explorer.

1/ From the Project Explorer, select the project for which you want to share documents, then click the Customer Portal tab and the Share Documents button. 

This will open the following form.

2/ Click either the Add Reports button or the Add Files button.

The Add Reports button will open the following form, where you can select a report or a report group to share.

The Add Files button will open the project's folder, and you can browse and select any other files you wish to publish. These should be in PDF format so they can be viewed in a browser.

When a file is added, it will display on the form, and the status will be "Pending" (denoted by the yellow circle, the legend at the bottom of the form).

3/ Choose whether or not you want the document to require client approval; the default is checked.

This also defaults the "Valid Until" date to 30 days out, but you can change this if needed.

You can choose whether you want to require a "dealer signature" to countersign a signed document, as well as whether you want to require two client signatures.

4/ You can add a description if desired.

5/ If you add multiple documents, you can use the Move Up button and Move Down button to arrange them in the order you want them to display in the Customer Portal.

Also, when adding multiple documents, you have a Mass Update option.

Here, you can mass update whether or not the documents require approval and the "valid until" date.

If you have previously shared these documents, you can also mark them inactive (see below for information on the inactive status).

6/ Click the Recipients and Users tab.

7/ You can choose which recipients are permitted to accept and reject documents or who can view all documents via the checkbox next to their information.

8/ You can also choose to generate a shareable link to the Customer Portal that you can email directly to the recipient(s) if you find that emails from the Customer Portal are getting blocked for any of your recipients.

When you click the Copy link, you will be prompted to share your documents to the Customer Portal (you must do this). Then, a window will open with a link to copy and share.

The default recipient will be the project's primary contact, and the default user to notify will be you (who you are logged in as in SI).

You can add additional recipients and users to notify, and delete any you don't want to be notified.

Every "user to notify" will have the "Use as Reply To Email" option checked by default.

If your customer replies to emails via the D-Tools Customer Portal, the user's email address will be used. This setting can be used in conjunction with or instead of the "global" reply to email you may have set in your Company Information settings.

9/ When ready to share to the Customer Portal, click the Share button.

You will be prompted to add a message to the email that your client will receive. The option to BCC yourself is ticked by default.

You will get a confirmation when the document(s) is/are shared.

If this is the first time a document has been shared with a recipient and the first time you have been a "user to notify," both your client and you will receive emails with your login credentials for the Customer Portal with a temporary password.

The email to the recipients will display your company logo and look as shown in the image below.

If you do not want your clients to sign in to the Customer Portal to view documents, you can set up an auto-sign-in setting in your Company Information settings. This will allow your users to view documents shared with them by clicking the link in the email.

The email that the "users to notify" will receive is shown in the image below.

If you have enabled the ProPay integration, you will see the additional option to request payment when publishing your documents.

When you check this option and click the Payment Settings button, the following form will open.

You can also add a description (which will appear in the Customer Portal) and choose whether to save it as the default.

When your client views the document in the Customer Portal, there will be an "Accept & Pay" button vs. just an "Accept" button.

When they click this button, the amount and your description (see above) will be displayed.

Once you have shared a document, you can delete the document(s) from the Project Explorer if needed.

This option will delete all documents. You will get the following prompt.

When in the Share Documents form, you also have the option of deleting documents.

If you delete a document that was previously shared and published to the Customer Portal, you will receive the following message with some options.

An alternative to deleting a document is to mark it as inactive. This will keep the history and comments for the documents in the Customer Portal interface.

You can manually do this by clicking the Share Documents button again and checking the option.