The best way to complete documents from a client

finupp Member Posts: 2
Name Dropper Combo Breaker First Comment Photogenic
edited March 21 in Workflow Automation #1


Sometimes I need to sent task to my user. I need them to send me documents according to my instructions. for example some of them have to sent me an ID and other driving licence.

I have to nag and engage them again and again. Do you have an idea how to manage the document completion process in PipeDrive?

maybe to sent the, a document completion list but how can i now when they sent me the document without to check in my inbox.