Efficient document sharing is key to improving collaboration and providing customers with the information they need. The Documents on Portal feature allows businesses to share important documents directly with their customers through the customer portal. This feature enhances transparency by giving customers access to shared documents such as contracts, invoices, and project files, all in a centralized location.
By enabling document access on the portal, businesses can reduce the need for back-and-forth communication and streamline document management, improving customer satisfaction and operational efficiency.
Functionality at a glance:
- Enables customers to view and access shared documents directly through the portal.
- Improves collaboration by providing customers with a centralized location for important documents.
- Reduces the need for manual document sharing via email or other channels.
- Enhances transparency and communication with customers by allowing them to access contracts, invoices, and other important files at their convenience.
- Integrates seamlessly with Odoo’s document and portal management systems.
This feature is especially useful for businesses that need to share documents regularly with customers, such as service-based industries, B2B companies, or project management firms.
Example Use Case:
A construction company can use the Documents on Portal feature to share project plans, contracts, and updates with clients through the portal. This allows clients to easily access all necessary documents at any time, reducing the need for back-and-forth emails and improving the overall client experience by providing transparency and quick access to important files.
In summary, the Documents on Portal feature enables businesses to improve customer collaboration and document management by providing a convenient and transparent way to share documents directly through the customer portal.
Customer Documents on Portal (F1846)