Customer Ideas Portal
The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.
Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.
Your feedback is important and valuable. Thank you for taking the time to provide it!
Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.
We utilize the WFAs to send out notifications, and claim reporting to our TPA, on new claim submissions via Ventiv Intake. It would be helpful if the pdf of the Intake form could be attached to that WFA output. We currently have that pdf attached as a record level attachment on the occurrence record created by Intake, so I can already include the names of those attachments within the body of the WFA email (with varying degrees of success), but would love the ability to actually attach that pdf as well. It would assist those who are notified of the submissions as well as our TPA.
@Guest perhaps you can help us on this idea and provide typical examples of attachments you were thinking of attaching? We can see a number of possibilities and your response would help us frame the response.