The Deliver File Interaction allows you to deliver a file along with comments to your clients. It's often used in document review workflows.

Delivering a file to a client

All you have to do is select the file you want to deliver, and then fill in the comment section.

When you deliver the file, the client will be notified that the file has been delivered and the file will be available both in the file sharing section of the portal as well as part of the report.

Default Notifications

The Deliver File Interaction only has one notification that goes out to the client immediately after completing the interaction.

As with all interactions, if you'd like to customize the cadence or the content of these notifications, just contact our support team at [email protected] and we'd be happy to assist.

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