Attach incoming PDF email files to case records
Attach incoming PDF email files to case records
Incoming email attachments lack case context, leaving records missing critical documents. Attaching PDFs to the matching case gives reps instant evidence and speeds resolution same day.
Overview
When PDF attachments sit unlinked in inboxes, reps lack context and resolution stalls. This flow ties incoming PDFs to the correct Case so sales ops and reps see required documents within minutes, accelerating triage and follow-up.