Selecting Attachments for Customer Viewing
This feature allows you to tag an attachment that can be viewed by the customer. You must first enable the customer self-service web site in your
To select an attachment for customer viewing
- Open the workfile, and then select the Attachments tab.
- Select the attachment from the attachments pane.
- Select the attachment, and then select the Share with customer option in the lower right corner of the form.
- Click Save or Save and Close.