Yes, a customer portal can provide permitted documents in one place. The starting point is deciding which files are ready to share and which contacts may access them. Internal drafts and office notes need separate treatment from approved customer documents.
How could this work in practice?
A customer could sign in, choose a job and download its issued report or invoice. Clear dates, references and version labels help them choose the right file. Staff can publish replacements while preserving an appropriate history.
What needs to be agreed before development?
Define access for organisations with several users, former contacts and customers with multiple sites. Check document downloads themselves as well as the links visible on screen. An account should not gain access to another customer’s files through a guessed address.
What should we check before using it?
Test withdrawn documents, replaced reports and account recovery. Explain whether the portal displays financial status from the accounting system or only provides copies. Keep a support route for customers who need help accessing a document.
How can Digital Solutions help?
Digital Solutions can review your current process and scope the development needed for your business. Book a free 15-minute software review or visit https://www.digitalsolutions.help/.