Overview
Understanding and resolving document access or visibility issues in 8am’s system, including the client portal is essential for ensuring seamless collaboration. Common causes include incorrect sharing permissions, browser settings, or technical constraints such as file path limitations.
Client Portal Visibility Problems
Scenario: A client cannot view a file in the client portal.
Solution:
Ensure that after uploading a file, it is explicitly shared with the client. Files in your personal storage need to be shared with the client portal for visibility.
Scenario: Document visibility issue persists despite confirmation the files are shared.
Solution(s):
Recommend the client to clear their browser cache and cookies, and advise to access the portal using Google Chrome.
Reset the client’s portal by deactivating and reactivating it, which will trigger a fresh login invite.