Scenario #3 Email ticket: message from the site admin for a large legal law firm [Premier Account with 300 users] that you have corresponded with numerous times over the past few months while getting their account setup. support@files.com 800.286.8372 Hi team, it’s Melissa once again to toss an idea at you and seek your input on the best way to accomplish this workflow. I can just imagine you saying “Not her again” :). Our contracts team needs a way to accomplish the following: 1. Client (not a user on our account) has to have an ultra-secure way to send us a file 2. The contracts team needs to be alerted that we have received the file 3. They will download & delete the file from the Files.com system, modify locally, and then upload the revised document to the client’s archive folder. 4. The client needs to be able to download the revised document (just the one document and not their entire archive folder). Is this workflow possible? If so, what settings or features would I use to accomplish this? In addition, these documents are very sensitive and confidential information. We wouldn’t want any chance of them leaking to the public. Do you have any recommendations on how we can make sure things are secure and best practices for limiting access (from other departments AND even the client) to these files? Bonus Points: Draft out a proposed workflow for this situation. Workflow could be a paragraph, flow chart, folder structure, or any back of the napkin ideas you could offer this customer.
