Make it so we can upload documents to the portal that customer can view
I
Ian Tidwell
For the portal. Could we upload documents that the customer can receive? Currently when I upload documents I'm the only one that can view them. The customer is unable to see anything I upload and can only upload their own files or images.
Shelby Parker
Thank you for posting, Ian Tidwell! I have a few more questions for you:
- What types of documents do you envision needing to upload for customer viewing?
- How frequently do you anticipate needing to upload documents for customers?
- Are there any specific security or privacy concerns we should consider when allowing customers to view uploaded documents?
I
Ian Tidwell
- It would be a convenient way to upload customer documents like purchase order, signed copies, stuff of that nature. Since it's a secure portal it would be more convenient then our current system which almost always gets spam filtered.
- Theoretically we could do it every car deal if the customer wants electronic copies.
- It would probably be good to make it password protected. Something like the customer cell phone number would be good.