Attach verification files from forms to support tickets
Attach verification files from forms to support tickets
Your onboarding form uploads of verification PDFs are not linked to tickets, slowing review and account setup. This links files to the ticket and saves them in a shared folder for faster, same-day review.
Overview
When verification PDFs arrive by form they often become orphaned, forcing coordinators to hunt for files and slowing onboarding. This flow centralizes documents in a per-customer folder and links them to the ticket so reviewers complete checks same day.