From quotation i sent an email to the customer , so he can sign and approve it. But if the customer is not a portal user , when he access the link system shows a NOT FOUND error. It is require to have the customer as a portal user in order to give him the access to sign documents ?
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You have to grant the portal user from the customer master itselt. Then only the can access the links. eg:
Use Grant Portel Access here for the related customer.
Yes, that is correct, the customer is required to be a portal user to be able to view and sign the document. Depending on the nature of your business you could provide access to specific customer contacts or enable free-signup
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