For IT architects: route client attachments with notes
For IT architects: route client attachments with notes
IT architects miss client attachments from pipeline webhooks, which leaves files untracked. It moves files to the client's folder and tags the request so ops and accounts have accessible records.
Overview
Untracked client attachments create delivery gaps and strained account handoffs. This workflow ensures every attachment lands in the correct shared folder and the request is annotated, eliminating missed uploads and giving ops and accounts immediate visibility.
Notable Features
- Place attachments in client folder
- Add upload note to request
- Handle multiple attachments per request