Banking support ops: capture and link compliance documents

Cheffe de projet CRM misses submitted legal docs, causing compliance gaps and audit risk. Files are saved to a shared drive and linked to CRM tickets, so support and compliance have traceable access.

Overview

Banking support ops teams face compliance exposure when required legal attachments are missing from case records. This workflow captures submitted documents, stores them in a shared drive, and links them to CRM tickets, eliminating missing-file gaps and giving support and compliance traceable access.

Notable Features

Capture form attachments automatically
Store files in shared drive
Attach links to CRM tickets