Communicate With Customers
Use Fields to Communicate With Your Customers.
Apr 23, 2020, updated Dec 30, 2020
Let customers know their files processing status
After adding fields and making them visible to your customers, you can use them to keep your customers informed about what’s going on with the files they sent you:
Using their Customer Portal, customers then receive those status updates:
Ask customers for more information about their files
You can set your fields to be editable by uploaders to let your customers report their own information:
After uploading their files, your customers can then provide additional information using those fields:
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