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Updating a document directly from ticket

Related products:Freshservice
  • November 17, 2023
  • 1 reply
  • 16 views

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I have a number of scheduled tickets which are mainly a list of items an agent must perform. It would be ideal that these are either included in a checklist within the form, or else open the document which is attached automatically to update it directly through the ticket instead of downloading the file and reuploading it within a note.

1 reply

afautley
Top Contributor ⭐
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  • Top Contributor ⭐
  • November 23, 2023

Why don’t you use tasks? you might be able to bundle a few items together to reduce the amount but could work for you.