Zoho Creator and Document Server
So I am designing a website through Zoho Creator and using Pages. There are documents that are connected to the CRM and others that do not.
- Is there anyway to fetch the PDF of a Purchase Order or Invoice directly using APIs? Otherwise, we would have to use the Documents Portal inside Zoho CRM. How do we restrict access to Documents based on the Customer Portal (Not Users) and its permissions (assuming we will do the fetch based on a URL given by the Documents Portal inside Zoho CRM)?
- For our documents that do not relate to the CRM, how do we organise that? On Zoho Creator, there does not seem to be a way to fetch a document besides trying to embed it. Does Zoho Creator not have a Server for Documents? What 3rd Party Service would be recommended to accomplish this?