Keep account managers updated on client doc views

Operations coordinators miss client view reports, risking account reporting and follow-up. Forwarding sends reports to client contacts and your account team for fast engagement visibility.

Overview

Missed document-view reports create blind spots in client reporting and delay follow-up. This workflow routes each view report to the client's contact and your account managers and logs the activity, delivering immediate engagement visibility and eliminating manual forwards so account managers never miss a follow-up.

Notable Features

Route reports to client contacts
Send copy to account managers
Filter messages by client domain