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Create customer file copy in shared drive for cases

Create customer file copy in shared drive for cases

Your customer files aren't created consistently, leaving agents without documents for first-touch support. Files are copied and named in the shared drive for immediate agent access same day.

Create customer file copy in shared drive for cases

Overview

When new customers are created, missing or misnamed files slow agent onboarding and case resolution. This flow creates and names the customer file in your shared drive so agents have the documents they need to act on cases same day.

Create customer file copy in shared drive for cases