Sharing a document easily with your agents is what this feature allows you to do. With this functionality, you can provide your agents with quick and easy access to important information related to the request they are assigned to.
How to Use It
Step 1: Select the Request
- Go to the Operations section.
- Choose the request where you want to add documents.
- Click the View button on the right side of the request.
Step 2: Add a Document
- Once inside the request, click on the Documents tab in the top left of your screen.
- Click Add a Document on the right side of the screen.
Step 3: Fill in the Document Information
- Enter the title of your document.
- Select whether you want to receive a read confirmation when agents open the document.
Step 4: Associate the Document with a Location
- Once your file is uploaded, you can choose to associate the document with the location linked to the request.
- For example, in the case of an emergency plan, the document will remain attached to that location, so any future request created at that location will automatically include the document.
Step 5: Assign a Document to a Position
- You can also choose to assign a document to a specific position.
- By selecting this option, positions associated with the request’s location will appear.
- You can then choose to assign the document to a particular position.
- For example, if it is a guest list, you may want to assign it only to positions located at the entrance of the event.
This feature helps ensure that the right agents have access to the right information at the right time. If you need assistance, feel free to contact support.
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