Skip to content
Log inSign up
Templates
Create and update support links for in-process files

Create and update support links for in-process files

Your claims and estimate files lack a single current link, creating confusion for customers. It provides consistent shareable links so support coordinators can send correct file context same day.

Create and update support links for in-process files

Overview

When file status changes, support coordinators often scramble to produce and share correct links, delaying customer updates and payments. This flow centralizes link creation and updates so coordinators can send accurate file context within minutes, reducing follow-ups and rework.

Create and update support links for in-process files