Add attachments directly to portal
Q
Quinn Teillet
would be nice to have a button which could add attachments directly to portal instead of having to download it and then upload it again...
Shelby Parker
Thanks for the suggestion, Quinn Teillet — totally hear you on the extra download/re-upload step being a pain. To make sure we’re scoping this the right way, can you clarify which portal you mean and where the attachments are coming from today (message/email, customer record, deal/lead, etc.)? Also, when you click that button in your ideal flow, should it actually copy the file into the portal, or just share/link the same attachment without a new upload? And lastly, are there specific file types or common docs you’re trying to send (buyer’s order, insurance, photos), or should this work for any attachment?
Q
Quinn Teillet
Shelby Parker mostly for when client text in insurance, or driver's license, so we could just click add to portal. usually jpegs or pdfs