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Surfacing Documents Publicly

In this scenario, we will expose a set of documents for a product record to be downloadable by the general public with no authentication or user account required.

User Profile Documents

In this scenario, we will allow a portal user to download, upload, and delete documents to and from their own profile.

Different Levels of Permissions

In this scenario, we will allow portal users to download documents for support cases related to their company from any document location in the CRM.

Different Folders in a Multi-Step Form

In this scenario, we will create two different subfolders under a single document location.