The customer portal provides a secure location for your customers to upload documents directly into your DocBoss projects. The customer can also download received documents.
The customer portal has been changed to allow customers to upload documents directly to projects. It now shares a common format and functionality with the Vendor Portal.
Below is the screen you’ll see. At the bottom of this article is a link to a more detailed post on the customer portal and how to use it.
For more details on Customer Portal, see our article here.