Publishing Building Attachments to the Customer Portal

Before you can publish any Building Attachments, the Customer Portal must be enabled in your backend settings. Once enabled, users can publish building-level attachments manually when uploading the attachment or by editing an existing one (individually or in bulk).

This article covers how to manually publish Building Attachments to the Customer Portal. 

Attachments can only be published from the individual building they belong to—they cannot be bulk-published across multiple buildings at once.

⚠️ Important

• If the Customer Portal is not enabled, you will not see any publishing options — 🔗 How to Enable the Customer Portal

📂 How to Publish an Attachment During Upload

1. From the Building Detail Screen, click the Attachments tab
2. Select + New Attachment
3. Upload your file
4. Add an attachment name
5. Check Publish to Customer Portal
6. Click Save

The attachment will publish immediately once saved.

📄 How to Publish an Existing Attachment

1. From the Building Detail Screen, click the Attachments tab
2. Locate the attachment you want to publish
3. Click Edit
4. Check Publish to Customer Portal
5. Click Update

📑 Bulk Publish Building Attachments

Bulk publishing is only available within a single building.

1. From the Building Detail Screen, click the Attachments tab
2. Locate the attachment you want to publish
3. Use the checkboxes on the left to select multiple attachments
4. Click Publish to Customer Portal
5. Confirm your selection.

💡 Tips:

• If Auto-Publish Attachments is enabled in Customer Portal Settings, you will not see manual publishing options on the building screen.
• Attachments are managed at the building level; cross-building bulk publishing is not supported.
• Attachment Categories are visible in the portal, if no category is used, the Attachments are listed under No Category — 🔗 Overview: Building Attachments