Attaching a file to a partner's account ensures only that partner has visibility on it, for example, contracts or agreements.
Only Partner Owners can see the Partner Files section on the partner side. The section is not visible to partners with a different role. To update your partners role and permissions, check out this article.
Who can do this: Portal Admin, Portal Owner.
Attach a file to a partner account
Open the partner's account in your portal.
Locate the Partner Files section.
Upload the file.
Use the toggle to make the file visible to the partner, switch it to the right and the file will appear in the partner's account only.
Info: File size may not exceed 100MB.
For a full walkthrough, watch the video below.
