PreciseFP + ShareFile
Upload new PreciseFP form engagements as files in ShareFile
Effortlessly keep your ShareFile updated with new form engagements from PreciseFP! This workflow will automatically upload files to ShareFile whenever a new form engagement is completed in PreciseFP. Streamline your document management process and ensure all relevant files are available at your fingertips with this seamless integration.
Effortlessly keep your ShareFile updated with new form engagements from PreciseFP! This workflow will automatically upload files to ShareFile whenever a new form engagement is completed in PreciseFP. Streamline your document management process and ensure all relevant files are available at your fingertips with this seamless integration.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Upload File
Allows user to upload a file to the selected folder.
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