Private files and customer portals
Attach files to the correct supported record so access follows its purpose and ownership. A customer portal is a limited shareable link, not a staff login or a public directory of company files.
Follow the workflow
- Open the record that owns the evidence or attachment.
- Choose the supported image or PDF format for that destination and keep the file within 8 MiB.
- Check the uploaded name and preview, and remove accidental private details before sharing.
- Create a portal link only for the correct customer or supported partner audience.
- Set and review expiry, revoke or rotate a link when it should no longer work.
Before you continue
Anyone holding a valid portal link may use its limited access. Share it carefully. Expiry, revocation, company suspension and subscription/product checks can make a formerly valid link unavailable.
Your questions, answered
Can a public website enquiry receive my private customer files?
Use authenticated support for account-specific evidence and share only what is necessary.