Documents

Document Metadata

Category: Customer Portal / Documents Repository
Audience: Administrators, Legal & Compliance Teams, Support Staff
Difficulty: Beginner to Intermediate
Time Required: Approximately 15–20 minutes
Prerequisites: Active ConnexCS Customer Portal account with appropriate permissions to access the Documents section
Related Topics: Customer Portal – Contracts Management, Customer Portal – Dashboard Overview
Next Steps: Navigate to the portal → Documents, upload or review existing policy and service-documentation files, ensure document versioning is maintained and access rights are appropriate, document internal folder-structure conventions (e.g., “Legal”, “Billing”, “Service Updates”), and schedule a quarterly review to remove outdated files and confirm the latest versions are published.

View all Documents associated to your account. This could include feature lists or payment requirements.

You can also view the documents by clicking on the uploaded document in the File Name column.