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Customer experience | Sales, Customer Insights,...
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Filter SharePoint Documents displayed to Customer on Portal

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Posted on by 64

Hello, 

I am looking to filter the documents displayed to a customer on the portal.  With projects we have internal documents we store on the SharePoint, but we also have customer facing documents.  I want to be able to only show the Customer facing documents.  I have set up multiple folders, but I do not know how to filter the folders, is there a better way? Should I be creating multiple document locations for the Project?  If anyone has experience setting this up any help would be greatly appreciated.

Thank you.

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  • Suggested answer
    Pranjali Profile Picture
    on at

    Hello Mahone,

    Creating multiple document locations seems like a good approach.

    OOB, there is no filter on the documents shown on the Portal.

    Regards,

    Pranjali

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