Documentation Index
Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt
Use this file to discover all available pages before exploring further.
Open Portal Documents
Customers open Documents from the portal sidebar. The page shows document totals, category tabs, document rows, file type, date, file size, source label, and a download button.
Document Categories
- All: every visible customer document for the account.
- Orders: sales order PDFs and order confirmation documents.
- Invoices: invoice PDFs and customer billing documents.
- Quotes: quote PDFs customers may need for purchasing approval.
- Statements: account statements when statement documents exist.
- Packing Slips: shipment and package documents when generated.
- Other: customer-visible uploads and documents outside the main sales categories.
Download Behavior
For generated sales documents, Arcus tries to give the customer the latest customer-facing version. For example, an invoice download should reflect the current invoice state instead of an old internal draft. For uploaded or non-generated files, the portal downloads the stored customer-safe file when it is available.
Open Email Preferences
Customers can manage email preferences from the portal profile or preference links included in some customer emails. The preference page shows the customer email, email categories, individual template rows, locked transactional messages, optional toggles, and a save bar when changes are pending.
Transactional Vs Optional Emails
- Transactional emails: required operational messages such as order confirmations, invoices, receipts, shipment updates, and similar account activity. These show as always sent.
- Optional emails: reminders, statements, product updates, or seller updates that the customer can turn on or off when available.
- Save preferences: changes are not final until the customer clicks Save preferences.
- Unsubscribe: customers can request broader email removal, but required transactional messages may still be sent when legally or operationally required.
Staff Checklist
- Confirm customer portal access is enabled for the account.
- Confirm the document is attached to the right customer account, order, invoice, quote, shipment, or statement.
- Confirm the document is customer-safe before uploading or sharing it.
- Review document and email settings before changing templates, PDF output, or customer-facing branding.
- Use account communications and the email log when a customer says they did not receive a document or preference link.
Common Blocks
- Document is missing: confirm it belongs to the same account and entity, and that the file is customer-visible.
- Download does not start: confirm the generated PDF exists, the source record is still available, and the stored file has not been archived.
- Search does not narrow results: use category tabs, date, source label, or ask staff to confirm the document location.
- Preference link asks for login: have the customer sign in to the portal or contact the seller to update preferences.
- Customer wants all emails stopped: explain that optional emails can be turned off, but required transactional messages may still continue.