Mark finalized document tickets as solved and link file
Mark finalized document tickets as solved and link file
Your tickets for finalized documents lack linked file records, delaying settlement handoffs and agent triage. It attaches the file reference and marks tickets solved so cases progress same day.
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Overview
Manual linking of finalized files wastes agent time and delays settlements; this flow automatically finds the related file, attaches a reference, and marks tickets solved. That means settlement coordinators and support agents see the correct file and can progress cases the same day.