Customer support ops convert lockbox uploads into tickets

Customer support ops miss lockbox mail uploads, risking missed payment reviews and audit gaps. A ticket lands in support with the file, a clear due date, and assigned owner so payment ops start tracked review.

Overview

Lockbox mail left untracked creates payment and audit risk for finance. This workflow converts every lockbox upload into a tracked, private support ticket with the file attached, a review due date, and an assigned owner, eliminating overlooked review requests. The result is clearer handoffs, fewer missed reviews, and stronger audit trails.

Notable Features

Create ticket with uploaded file
Add clear review due date
Assign ownership to payment ops