Shared Documents are documents already in the Record that the outside user is allowed to view. They appear in the portal's Shared Documents panel, and clicking one opens it in a viewer inside the portal. Shared documents are for reading only; they never count toward the portal's completion percentage.


Title

The heading of the Shared Documents panel in the portal. Leave it blank for the default title.


Adding and ordering items

Click Add to create an entry and click an entry to edit it. Entries appear in the portal in the order shown here; drag the handle at the left of an entry to reorder. Click the delete icon to remove one.


Item settings

  • Description — the text shown to the user in the list. Leave it blank to show the document name.
  • Category, SubCategory, Name — which document in the Record to share. Leave any of them blank to match any value, so an entry can point at one specific document or at a whole category.
  • Allow Download / Print — when ON, the viewer shows Download and Print buttons and the full viewer toolbar. When OFF the user can only look at the document on screen. Turn it ON when the point of the portal is to give people copies, or when the document is a type the viewer cannot display.


Dependencies

  • Form Dependencies — the document is hidden until the listed E-forms have been completed in this portal.
  • Value Dependencies — the document is only shown when the Record has the listed values. Enter a Field Name and a Field Value, or a Field Value and a Field Value To for a range.