Saving PDF and pictures on Portal for a customer without an open deal
F
Forouz Mohisefat
It would be nice if we could save PDF and pictures on Portal for a customer without an open deal
Shelby Parker
Great to hear your perspective, Forouz Mohisefat! I have a few more questions for you:
- What specific types of PDFs and pictures do you envision needing to save for customers without an open deal?
- How frequently do you anticipate needing to save these documents for customers without an open deal?
- Are there any specific security or privacy concerns we should consider when saving these documents?
F
Forouz Mohisefat
Sometimes we have docs that are for a customer that already bought