Communicate With Customers

Use Fields to Communicate With Your Customers.

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:

Edit field value

Using their Customer Portal, customers then receive those status updates:

Customer Portal view fields

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:

Fields settings visible to uploaders

After uploading their files, your customers can then provide additional information using those fields:

Customer Portal edit fields


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