Record Files Management

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We are enhancing the existing record attachments functionality with the goal of building a robust file management system for records. We are looking for members of the community who may be interested in hopping on a 30 minutes call with our team to share feedback on potential solutions we are evaluating.

Please submit this form and we will reach out to those that express interest in a call.

What are your biggest challenges with the existing record attachments functionality?

Inability to search, sort and filter across record file attachments

Inability to organize files into folders

Inability to attach record files to emails

Inability to view a clean list of record files with their file size, file type, source, updated date

No significant challenges

What is the highest number of file attachments per record you typically deal with?

1 to 50

51 to 100

101 to 500

501 & above

Clear selection

Would you be interested in providing feedback on potential solutions?

Ideally, we would like to meet you over a 30 minutes call but can also engage with you via emails.

Yes

Other:

If yes, what is your email?

Submit

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