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

1️⃣ 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.

2️⃣ 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.

3️⃣ 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.