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Resolve cases more effectively with shared documents

Documents are files that contain additional information about cases and are shared with all users in your application. The Documents landing page consolidates all the important content for your application in one place. Documents enable you to resolve cases more quickly by making it easier to collaborate on shared case content with other users in Pulse.

For example, you are an approver for Car Loan cases and you want to discuss the address proof document for a case with other approvers. You can open the document listed in the Recent documents section of the case and use Pulse to consult other approvers.

The following figure illustrates the Documents landing page and the collaboration interface for a document.

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Documents landing page

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Pulse interface for a sample document

You can also follow documents, pin documents to spaces, and link documents to cases.

For more information, see:

Published August 8, 2018 — Updated September 24, 2018


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