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Philippe Thuaud

Hello,


When we create a project link to a customer, we add the customer in the project setting fields.

For some of our customers, we give them the portal access so they can follow the project from their user account and communicate with us on the task and issue.

We also would like to have them access to the document we attached to the project. We checked and they only see task and issue of the project but not the document.

Anyone knows how we can do this set up?

We are on v10 enterprise.

Best regards,

Philippe

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Ermin Trevisan

Hi Fasluca,

Thank you for the quick feedback.

We will look into those

Best regards,

Philippe

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fasluca
Best Answer

Hi Philip,

You can refer these two apps from Cybrosys and create your own app for project attachments.

website_event_attachements

website_product_attachments

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Ray Carnes (ray)
Best Answer

I would recommend creating a Project with a Task called "Documents" that contains the URL of a shared Document Workspace.

1. Create the Project

2. In the Documents App, find the Workspace that was automatically created and click SHARE to get the URL and manage security:


3. Add the URL to a new Task you create in the Project called "Documents"

4. Share the Project on the Portal:


Your Portal Users will then see something like this when the click the URL:






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john doe
Best Answer

If you add chatter to project form view, and put attachments as project's notes, customer would see attachments in portal and even recieve it via email.

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john doe

Same way customer may share documents by email.

john doe

Update: portal users may share files by sending email to project email. Answering to automated email will have no result.