Keep IT operations notified of new client submissions
Keep IT operations notified of new client submissions
IT teams miss client form submissions, causing document review to stall and follow-ups to delay. Alerts send submissions to the notifications inbox so staff can start review and follow-up.
Overview
IT teams see document reviews stall and follow-ups missed, putting SLAs and client experience at risk. This workflow delivers every client submission into the notifications inbox and creates review tasks, eliminating missed follow-ups and enabling faster handoffs.
Notable Features
- Route form submissions to inbox
- Create review task for staff
- Attach created document to notification