This module enhances customer interactions in by enabling secure and streamlined document access through the customer portal. It allows managers to assign documents to clients via portal access, empowering customers to download relevant files directly from their account area. Ideal for businesses that require organized document delivery and improved client communication, this module optimizes the portal experience with intuitive document management.
Enables download of assigned documents via the customer portal
Supports document access management through “My Account” portal interface
Integrates portal document delivery into project workflows
Leverages modular dependencies for structured document organization
Enhances customer usability by centralizing document retrieval
Improves customer satisfaction by simplifying portal-based document access
Strengthens client communication through direct delivery of project-related files
Enhances operational efficiency by managing document downloads via portal
Reduces manual effort with self-service document retrieval for customers
Supports better organization of customer documents within portal
Customer and Supplier Portal Access to Documents
Seamless Document Assignment by Manager via DMS
Download Invoices, Orders, and Bills from My Account Page
Complete Web-Based Document Management with Versioning and Security
Website Customer Portal Document Management System Apps allows you to download documents from Online web Portal with My Account page. This module Allow downloading the documents assigned by the manager DMS for customer/client in project management. After installing this apps portal user can able to access his/her assigned document from the webportal under my account page such as invoice, sales order, bill etc. This module works for both customer and supplier both portal. This module is complete setup for DMS - Document management system which provides DMS for attachment along with document versioning, numbering, directory extension, document tags , document security and document web portal access for document system.
My Document on the portal view in My Account
List of Directory
List of Document in the Directory
Download the Documents