Reminder: make sure the customers are linked to the documents' DMFs. See section Configuring the Customer Portal.
Lorsque vous créez ou ajoutez un document depuis l'Application Desktop, vous pouvez le publier, le classer ou le retirer du Customer Portal Website.
Attention: fields in the Classify documents screen are case-sensitive. Use upper and lower case letters in a consistent way.
Pour supprimer un document que vous avez publié sur le Customer Portal Website, cliquez sur la croix rouge dans la colonne Action.
Lorsque vous supprimez un document depuis le Customer Portal Website, il est automatiquement supprimé de l'Application Desktop Akuiteo. You can only delete the documents you have published.
You can access the Document management screen by clicking on .
Rappels
- It is recommended to set a limit on the maximum file upload size and type. To do so, you must edit the following Tomcat parameters t9gest.uploadmaxsize, t9gest.allowext et t9gest.disallowext in the configuration files. For more information, refer to the documentation about Tomcat variables.
- By default, a published document has no end date.
- Un document ajouté via le Customer Portal Website figure au même endroit dans l'Application Desktop Akuiteo.
1st step: configure Google Drive
Pour des raisons de compatibilité, vous devez associer Akuiteo à Google Drive.
2ème étape : paramétrer l'Application Desktop Akuiteo
3ème étape : ajouter le fichier depuis le Customer Portal Website
Click on the then on Google Drive.
At the bottom of the page, the following icons are available.
1 exports the visible section in Excel format. A file is automatically downloaded on your computer.
2 exports the entire list in Excel format. A file is automatically downloaded on your computer.
3 opens a window from which you can configure the columns display.
4 refreshes the list.