• DEMO
  • Sharing Files from the Service Desk

    For any request being managed by the Service Desk there may be the need to include files or documents to help progress that request. This may include anything from log files or work orders for use by the Service Desk teams or providing manuals and help documentation for a customer to download. An important part of this is controlling who you are sharing these files with.

    When attaching a file or document to a request there are options to control who will have visibility of that file. When providing documentation or manuals to the customer, simply changing the visibility level will allow that customer to download and view the file from the Hornbill Service Portal. When attaching documents containing technical details or sensitive information, simply elevate the visibility so that only the Service Desk can see and use the file.

    Categories

    Latest Posts

    • Managing Organisations in Customer Manager

      2018-05-19 21:21:14
      Feature Friday

      Hornbill Customer manage provides a collaborative environment for managing your business to business customer relationships...

    • Searching for Requests in Service Manager

      2018-04-20 22:50:04
      Feature Friday

      Hornbill's Service Manager offers a number of search features for locating requests held within Service Manger...

    • Project Manager Portfolio

      2018-04-14 02:46:24
      Feature Friday

      Hornbill's Project Manager Portfolio is the entry point to view and access all of your projects.  Its simple views and lists give a quick perspective on the current state of your projects, whether it be showing the progress toward the next milestone of a project or getting a glance at your top pr...