Configure Portal Attachments
Manage file types, limits, storage, and portal attachment handling.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Configure Portal Attachments is for and choose the correct next action.
Safety and data checks
- • Loosening attachment rules can increase security and storage risk; do not allow unnecessary file types.
Complete the task
- 1Navigate
Open Configure Portal Attachments
Use the Hub navigation to open Configure Portal Attachments. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultConfigure Portal Attachments is open and its page heading is visible.
- 2Review
Understand what belongs here
The Customer Portal Attachments section controls which files the application accepts and how uploaded content is handled. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Check file-size limits, allowed types, storage behaviour, and which customer or staff surfaces are affected. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Change one constraint and test an accepted file plus a correctly rejected file before relying on it. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Loosening attachment rules can increase security and storage risk; do not allow unnecessary file types. This orientation ends before any irreversible or customer-facing submission.
Loosening attachment rules can increase security and storage risk; do not allow unnecessary file types.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.