Customer notifications and document attachments

Configure customer-facing delivery and keep supporting files with the right document.

Step by step

1. 1Open Settings → Notifications and review the available channels, templates and delivery configuration.
2. 2Confirm the customer contact details and any applicable channel preferences before sending a notification.
3. 3Review delivery outcomes and investigate failures rather than treating a queued notification as delivered.
4. 4Use a document's available attachment controls to upload supporting files against the correct record.
5. 5Review the attachment before deleting it. Locked document states can prevent attachment removal.