Attach file(s) to Company Audit Questions
In a Company Audit, you can attach file(s) to an question's answer.
When creating a PSA ticket from Propel during the Audit's review, the attachments can also be sent to the PSA and attached to the created ticket.
PSA Security Permissions
ConnectWise Manage
An extra security permission is required to allow attaching documents to Service Tickets. Edit the security role used by the Propel API Member add the following security permission:
Companies / Manage Attachments: Add Level = My, Inquire Level = My
Autotask
No new security permission needed
Questions or Feedback
If you have any question about this new feature or want to provide feedback, please contact support@propelyourmsp.com.
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