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Product-specific attachments

Updated over a year ago

Per product you can define some specific attachments (documents) that have to be shown to customers using the customer portal.

Examples of these can be delivery agreements, general terms and conditions, tariffs, warranty regulations, policies in case of damage...

It can be configured when a customer is creating a move-in request using the portal, an attachment has to be:

  • shown and signed by the customer

  • only be shown to the customer

  • or that it is not visible at all for the customer during the move in process.

Also the validity period of the document has to be entered when adding. The user can specify if the attached document is only valid for a specified period. Contracts that start after the end of this period, or ended before the start of this period, won't have these attachments be shown in the portal. If at least one day of the contract's active period overlaps with the validaty period of the attachment, it will be visible in the portal.

All product related attachments are always visible on the my details page in the customer's portal for consultation. If certain documents were marked as not visible during the move-in request, they will be visible there, along with the other documents attached to that product.

If your organisation supports multiple languages, you can configure this in Zero Friction. Multi-language support is also supported for the product-specific attachments. The user can upload different translations for the same document. Based on the customer's preference, the correct document will be shown in the customer portal.

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