Easily sharing a document with your agents is what this feature allows you to do. With it, you can enable your agents to quickly and easily access the information you want to share with them regarding the request they are assigned to.
How to use it:
- Choose the event: in the Operations section, select the request to which you want to add your documents. Click the Show button to the right of it.
- Add a document: once inside the request, click on the Documents tab at the top left of your screen, then press the Add a document button on the right side of your screen.
- Information: fill in the title you want to give your document. You can choose whether you want to receive a read confirmation when agents open the document.
- Location: once your file is uploaded, you can choose to associate your document with the location linked to the request, for example in the case of an emergency measures plan. Regardless of the request created at this specific location, the document will always be associated with it.
- Assign a document to a position: you can choose to assign a document to a specific position. By checking this option, the positions associated with the location of the request will appear, and you can choose to assign a document to a specific position.