Ability to upload and store documents or files to an organization

Hi Stephanie,

My name's Matt, I'm one of the Product Managers here at Zendesk. Thanks for your suggestion. I had a couple of follow up questions about your feature request:

• You mentioned signed agreements, are there any other common documents that you would like to attach to an organization?
• What file types would need to be supported?
• When would an agent need to retrieve or view a file attached to an org?

Thanks!

Matt

Hello Matt,

For our company, the most common documents we deal with are Business Associate Agreements, SMS & TCPA Agreements, and Letters of Authorization for Third Party Services.  Any sort of legal documentation is what we want to be able to easily and safely store within ZD.

As for the file types, the main one would be a pdf.

We would need to access these documents if an agent needed to review the information like to see who signed it and when.  Our company has multiple agents handling an account, so having one spot to easily access those documents would help our team.  Also if the customer requests a copy of the original document, in case they lost theirs or something, we would have an easy way to find it.  It's also a backup action in case the ticket got deleted, or we can't locate the ticket.  We know we can still find the documentation.

I hope this helps clarify the feature request.   I appreciate you taking the time to look into this!  If you have further questions please let me know! 

Hi Matt

This is something which I would also be keen on having available, can you confirm if this is in scope to be added and when?

I really want to be able to add customers order details so that support is offered on the service they have paid for and we are spending valuable time locating the order details before responding.  Having in one location would definitely help, hence the ask

Can you confirm for me please?

Hi,

I do believe this is needed at least for Macro usage.

Some repetitive work may require small-sized PDF:s, sheets, or similar. For example, return labels to be added in Macro as an attachment action.

Hi, 

I realize this is an older thread, but I was curious if there was any new information that could be shared. Our organization needs to add useful security information regarding onsite visits, and it would be great to incorporate this into our materials

Hi,

Document storage connected to an organization is a feature my company would also like to see. Our company requires the businesses we work with to submit ID and proof of ownership of their business for verification purposes. Having the ability to securely store these documents within the organization would be beneficial during our approvals process as well as help us ensure these documents are up to date during auditing.

Having the ability for document storage would also enable us to automate our onboarding process further and save our agents time.

Hi, 

As a printing company, this would be very beneficial for us. We would love to store PDF's of proofs per organisation, final versions and PDF's of annual recurring orders.