Workflow outcome
service requests, documents, messages and approvals are visible from the same client record. This matters because regulated work is rarely just one action. It is a chain of requests, responses, reviews, approvals and evidence.
How the workflow runs
| Step | HubSecure action |
|---|---|
| 1. capture the request | The action stays connected to the same client record, owner, permissions and audit history. |
| 2. attach client context | The action stays connected to the same client record, owner, permissions and audit history. |
| 3. assign the owner | The action stays connected to the same client record, owner, permissions and audit history. |
| 4. collect files | The action stays connected to the same client record, owner, permissions and audit history. |
| 5. close with evidence | The action stays connected to the same client record, owner, permissions and audit history. |
Related pages
modules / serviceguides / client portal with tasks and messagesblog / service desk vs zendeskcompare / zendesk
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