Document Portal
The Document Portal is where documents are stored and shared in JMS.
Think of it like a secure filing cabinet.
Only people with access can open it.
🎥 This guide matches the Document Portal Superdemo video.
Before you start (Important)
Section titled “Before you start (Important)”Do I need to log in?
Section titled “Do I need to log in?”Yes.
If you click Document Portal and you are not logged in, JMS will ask you to log in first.
This keeps documents private and secure.
Once you log in, you will be taken to the Document Portal automatically.
🎥 In the demo, this shows clicking Document Portal → logging in → entering the portal.
What you can do in the Document Portal
Section titled “What you can do in the Document Portal”From the Document Portal, you can:
- View documents
- Download files
- Access shared information
- See documents linked to your work
What you see depends on your access level.
Viewing documents
Section titled “Viewing documents”How to view a document
Section titled “How to view a document”- Click Document Portal in the left menu
- Log in (if asked)
- Select a document from the list
The document will open so you can view it.
You don’t need to edit anything unless you have permission.
Downloading documents
Section titled “Downloading documents”Some documents can be downloaded.
Use this when you need:
- A copy on your computer
- To share outside JMS (if allowed)
If a document cannot be downloaded, it means access is restricted.
Access and permissions
Section titled “Access and permissions”Why can’t I see everything?
Section titled “Why can’t I see everything?”Not all documents are visible to everyone.
Access depends on:
- Your role
- Your relationship (client, partner, internal user)
- Document permissions
This helps keep information safe.
When to use the Document Portal
Section titled “When to use the Document Portal”Use the Document Portal when you need to:
- Find official documents
- Review shared files
- Access important records
If you’re not sure where a document is, this is the first place to check.
How this works with demo videos
Section titled “How this works with demo videos”This guide can be:
- Read step by step, or
- Watched as a short Document Portal Superdemo
Both explain the same flow: Click → Log in → View documents.
You’re done
Section titled “You’re done”You now understand how the Document Portal works in JMS.
Next, you may want to explore:
- Document Mapper
- Communications
- Clients
Use JMS one step at a time.