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Need Suggestion : Which doument platform to use for bank portal/application?

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Posted on by 195

Hi there,

 

I have a business case where I am building a portal for a bank where users can submit account opening request through power pages site I created. There I have a form and a attchment (everthing is custom coded using HTML CSS JS)

 

Now when it comes to WHERE to store attchments submitted by user becasue of these questions:

 1. dataverse table file type column can add only single attchment (I guess)

2. If i'm allowing user to edit the form they submitted then I'm not getting URL of that attachment I added in dataverse becasue I'm getting  base64 

3. I'm thinking about to use Sharepoint but there I think if i use any site, only internal users can access those site and customers can not access the site so even i put the document in SharePoint and store that link in my dataverse table. When customer click that link, they can't open and here we dont want to add them as an external user on our tenant

 

Please let me know the best way to manage these. Thanks 🙂 

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  • Fubar Profile Picture
    7,964 Super User 2025 Season 1 on at
    Re: Need Suggestion : Which doument platform to use for bank portal/application?

    If you are trying to do something with custom SharePoint (other than upload a file and move it to sharepoint, which you can do with the File field, or Notes attachment and a Flow), then you will invest a lot of time in making it secure. 

    It is technically possible to make it secure but it is not a small task, when Microsoft purchased the portal they decided not to rollout the SharePoint integration that was there, and so a group of people from the original development team made another one - I don't remember all the details of it just that to set it up took several hours (and they had done all the hard work), 

  • swaminawale Profile Picture
    195 on at
    Re: Need Suggestion : Which doument platform to use for bank portal/application?

    Thanks @Lucas001 

     

    This blog is for OOTB from and I'm using custom development so I'm looking for an WEB API like how we can add file using code. 🙂

  • swaminawale Profile Picture
    195 on at
    Re: Need Suggestion : Which doument platform to use for bank portal/application?

     

    Hi @Fubar ,

     

    As with other Portal actions, the SharePoint integration uses the portals service account to have access, which then has the portal users Web Role privileges layered over the top of it. 

     

    I will check this and i didn't know this earlier that serice account is used to upload files instead of user. Thanks

  • Fubar Profile Picture
    7,964 Super User 2025 Season 1 on at
    Re: Need Suggestion : Which doument platform to use for bank portal/application?

    You have 3 options for file storage

    • Notes (which has additonal options of Notes or blob storage)
    • File field
    • SharePoint

    All should be able to be uploaded/downloaded by the portal user.

    As with other Portal actions, the SharePoint integration uses the portals service account to have access, which then has the portal users Web Role privileges layered over the top of it. 

     

    One of the main limitations of the File field versus the others is that you need to have 1 field defined for each file you upload.  This can be good if you only want 1 or 2 files, as you can easily limit how many files the user can upload.

  • Lucas001 Profile Picture
    2,203 Super User 2025 Season 1 on at
    Re: Need Suggestion : Which doument platform to use for bank portal/application?

    Hi @swaminawale,

     

    could that blog post help you?

    https://nebulaaitsolutions.com/blog/add-multiple-file-control-on-the-basic-form-of-powerapps-portal



    --------------------------------------------------------------------------------------

    Hope that helps.

    If the post solves your problem, please mark it as solution. If it helps, consider a thumbs up.

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