Operations
Project Managers & Project Teams
Get notified when files related to your Projects are uploaded so you are informed of the project requirements, scope and/or changes.
Support Teams
Get notified when files are uploaded to Cases so that support teams have all the details they need to close a case and provide a resolution and meet client SLA’s (if applicable).
Onboarding
Get notified when Clients or Individuals are onboarding and have provided the proper documentation to help onboard faster and ensure files are seen without manually monitoring emails.
Salesforce Community Users
When clients who upload files to a support Case on the Community is submitted so you can react quicker for faster response times