What is the easiest way for an agent to attached multiple files to a Case email? - Answers - Salesforce Trailblazer Community
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Amanda ChuAmanda Chu 

What is the easiest way for an agent to attached multiple files to a Case email?

Should I use Libraries or Documents within Salesforce to store all the documents and forms? So that when an agent need to attached multiple files to a Case email, it will be easy for them to do so. Thanks!
Amanda ChuAmanda Chu
Hi Tim,

Our scenario is this, we have a team of agents and the manager have create a group within the Libraries where there are tags. This will allow the agents to easily find the documents, policies, or forms they need and attached it to the email within a Case. However, the agent need to download from the Libraries and upload each document at a time. This is too time consuming and we are trying to find an easier way for them. I hope this makes sense.