Documents are files that are attached to records, to provide additional information. Documents can provide general information, such as material specifications and material safety data sheets, and be made available to all portal users. Documents also can provide specific information, such as contractual requirements and shipping instructions, and be made available to individual customers. We attach documents to records as needed in our system. You can also attach documents by uploading them on our website.

On the Documents page, all documents related to your customer record are listed. To see documents associated with a specific record, such as an order or estimate, you must open the related portal page, find the record, and click the in-context Documents link. Not all portal records can have documents attached.