Portal Documents
View documents your MSP has shared with your company through the Client Portal.
Overview
The Documents page lets you:
- See the documents your MSP has explicitly shared with your company
- Browse documents in a single list, with the most recently added first
Only documents your MSP has marked as visible to your company appear here. You cannot upload, create, edit, or delete documents from the portal — the list is read-only and fully controlled by your MSP.
Navigate to Documents
Select Documents in the Client Portal navigation (/portal/documents).
The Documents item only appears if your MSP has granted your portal account access to documents. If you don't see it, ask your MSP to enable document access for your contact.
The document list
Documents are shown in a table, ordered with the most recently added first. Each row shows:
| Column | Description |
|---|---|
| Name | The document title, shown with a file icon |
| Category | Reserved column — currently always shows a dash (-) |
| Size | Reserved column — currently always shows a dash (-) |
| Updated | The date the document was last changed |
| Actions | A Download action (see the caveat below) |
The portal returns only each document's title and dates, so the Category and Size columns always display a dash (-) in the current release.
If your MSP hasn't shared any documents with you, the page shows a No documents found message.
Search and category controls
The top of the page shows a Search documents... box and an All Categories dropdown (with the options Contracts, Invoices, Reports, Guides, and Other). In the current release these controls do not change which documents are returned — the list always shows every document your MSP has shared with your company. They are placeholders for future filtering.
Downloading a document
Each document row shows a Download action. Note that document downloading is not yet available from the portal in the current release; clicking Download has no effect. To obtain a copy of a shared document, ask your MSP through a support ticket.
Tips
- Check the Updated column to spot documents your MSP has recently revised.
- Documents shown here are shared at the company level. If you expect a document that isn't listed, your MSP may not have shared it yet — open a support ticket to request it.
- To send files to your MSP, attach them to a support ticket rather than using this page (see the portal Tickets documentation).
For an overview of everything available in the portal, see the Portal Overview.