Customer Portal Documents

Customer Portal Documents let you share files with your customers, such as rate schedules, service policies, forms or newsletters. Once you add a document, a Documents link appears in the Customer Portal menu, and customers can open or download it there.

Adding a document

Only admins can add, edit or remove documents.

1. Go to Settings → Customers and open the Documents tab.

2. Click Add Document.

3. Click Select a document and choose the file to upload.

4. Fill in the details:

• Title: the name customers see, such as "2026 Water Rate Schedule."
• Filename: the name of the file when a customer downloads it.
• Order: where it appears in the list. Lower numbers appear first.

5. Click Save. A "Document created" message confirms it. The document is live in the Customer Portal right away.

Editing, reordering and removing

The Documents tab lists each document's Title, Filename and Order.

• Edit: click Edit on a row to change the title, filename, order or file, then click Save. A "Document updated" message confirms it.
• Reorder: edit each document's Order number. Lower numbers appear first.
• Remove: click Delete on a row and confirm. A "Document deleted" message confirms it, and it's removed from the Customer Portal immediately.

Replacing a document with a new version, such as next year's rate schedule? Edit the existing document and select the new file. Customers keep finding it in the same place.

What customers see

Once at least one document is added, a Documents link appears in the Customer Portal's top menu, whether or not the customer is signed in. Clicking it opens a page listing your documents by title, in the order you set. Customers click a document to download it.

If you remove every document, the Documents link disappears from the menu.

Common questions

Can I share a document with only some customers? No. Every document is visible to anyone who visits your Customer Portal. To send something to specific customers, email it or upload it to their account's files instead.

I added a document, but customers don't see the Documents link. Ask them to refresh the page. The link appears as soon as at least one document exists.

What types of files can I upload? PDFs work best, because every customer can open them without extra software.

I don't see the Documents tab in Settings. Only admins can manage Customer Portal documents. Ask an admin on your account.