Overview
Our Secure Document Upload Tool provides a safe and efficient way for customers to upload their documents directly into Salesforce. This tool is particularly useful when customers experience email delivery issues or request a secure portal for file submission.
Access the Tool: Secure Document Upload Tool
How It Works
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Agent Provides the Link
Share the upload link with customers who need to submit documents securely.
Remind them to use the same email and phone number they signed up with to ensure proper file association in Salesforce. -
Customer Uploads Documents
Customers must enter their email and phone number before uploading.
This helps our system match the documents with their records in Salesforce. -
Automatic Salesforce Integration
Once uploaded, the files are automatically attached to the corresponding customer record in Salesforce.
If the email or phone number doesn’t match an existing record, the document may not be processed correctly.
Best Practices for Agents
- Ensure Accuracy – Verify that the customer enters the correct email and phone number.
- Use for Email Issues – If a customer’s email is not reaching us, direct them to this tool.
- Guide Customers – If they experience issues, confirm that they are entering the correct credentials.
Troubleshooting
Customer says they uploaded files, but they don’t appear in Salesforce.
- Check that they used the correct email and phone number.
- Ask them to re-upload using the same email and phone they signed up with.
File upload fails or the page does not load.
- Ensure they are using a supported browser (Chrome, Edge, Firefox, Safari).
- Try clearing browser cache or using an incognito window.
Need Help?
If you encounter any issues with the tool, please submit a support ticket at support@bigthinkcapital.com.
