What it covers
Use version history, workspace-scoped access, deliberate customer sharing and authenticated portal uploads.
Documents and assets
Secure documents
Attach private files to customer and operational records.
How it works
Keep files private and attached to the work they support
Store private files against customer and operational records, with version history and workspace-scoped access. Customer sharing is deliberate and takes place through the authenticated portal.
In practice
Portal uploads and shared files follow the record’s access controls.
When to use it
Useful situations
- Attach a private contract to a customer record.
- Maintain a versioned operational file with controlled access.
- Share a selected file through the authenticated portal.
A working path
How the work moves
Attach
Upload the document to the related operational or customer record.
Manage
Review version history and workspace-scoped access.
Share
Select customer sharing when a portal contact needs the file.
Illustrative scenario
signed proposal
A commercial owner uploads the signed proposal, keeps the current version on the contract, then shares it with the approved portal contact. The owner can replace a draft with the signed version while preserving the earlier version history, then choose whether the customer should receive the current file.
Before you start
What to check
- Documents are private unless explicitly shared.
- Malware scanning is not represented as live until the provider rollout is complete.
Are documents public links?
No. Customer access requires authenticated portal access and a sharing decision.
Can we see versions?
Yes, version history is retained for supported document workflows.
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