TabaHub

Tobacco Ops OS

Create workspace
← Back to wiki

TabaHub wiki · portals

Portal document request workflow

Request, receive, and review customer or vendor documents while keeping portal uploads governed and audit-ready.

document requestsuploadscompliancereviewportal documents

Tenants can request customer or vendor documents and expose only the portal-visible document list to the matching external account.

Portal uploads validate file name, type, size, checksum, category, and tenant/counterparty storage scope before creating a review item.

Uploaded documents remain pending review until an internal workspace user accepts, rejects, or requests follow-up. Portal upload does not bypass compliance review.

Related wiki articles

Enable customer and vendor portals

Turn on portal settings safely after confirming the workspace has the correct Customer Portal or Vendor Portal entitlement.

Invite a customer to the portal

Send customer portal invitations for exact tenant and customer records without exposing internal workspace navigation.

Invite a vendor to the portal

Send vendor portal invitations for exact tenant and vendor records with normal vendor visibility and review workflows.

What customers can see

Understand customer portal visibility for estimates, invoices, statements, documents, approvals, messages, and delivery status.

Next step

Use the wiki, then work securely.

Public wiki content is educational. Protected workflow records remain inside the secure TabaHub app workspace.

Create workspace