File Uploads and Attachments
Need employees to upload documents during a request? Want to attach backup to a ticket or form? SimplifyIT supports secure file uploads across the intranet - from help desk tickets and internal forms to announcements and vendor records.
Attach Files Anywhere
- Attach receipts, approvals, or photos to internal forms
- Upload logs, screenshots, or evidence on help desk tickets
- Share documents through announcements or Action Alerts
- Attach contracts, reviews, and questionnaires in vendor profiles
Secure and Searchable
Every uploaded file is tied to a submission, ticket, or announcement - with full access control, timestamps, and search support. Files are stored inside the system and not emailed around, helping meet security and compliance standards.
Use Cases in Financial Institutions
- Attach scanned signature pages to policy acknowledgments
- Include exam documentation in audit follow-up forms
- Upload branch checklists and corrections to central records
- Track employee training completions with uploaded certificates
Retention and Access
All files are stored securely with retention rules based on your internal policy. Only users with the right roles can view or download attachments. Whether you're preparing for an exam or referencing an old ticket, everything is traceable.
Explore Related Features
- Smart Forms - Collect file uploads during request workflows
- Help Desk Hub - Add attachments to tickets and track status
- Audit Response Tools - Store evidence and documentation in one place
- Search - Locate tickets, forms, and uploaded files instantly
