Option to Upload Documents Within the Workflow Builder
We propose enhancing the workflow builder by adding a feature that allows customers to upload files directly into the system or workflow.
This functionality would enable the uploaded files to be automatically sent to their respective clients.
Additionally, clients would be able to respond by attaching completed forms or relevant documents, which would then be automatically received by the original customer through the system.
Implementing this feature will significantly improve the efficiency and functionality of the workflow process, providing a seamless and automated method for document exchange.
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Alaine
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