Tickets Quickstart

TABLE OF CONTENTS

• Accessing the Dashboard
• Creating a New Ticket
• Processing a Ticket
  • Email Step: Send Email Notifications
  • Form Step: Submit Data Internally
  • Web Form Step: Request Data Externally
  • Data Disclosure Step: Share Files Securely
• Managing Tickets
• Archiving a Ticket

Accessing the Dashboard

Navigate to the Dashboard: From the Smartbox home, open the application navigation menu. Select “Dashboard” under “Workflows”.

Creating a New Ticket

1. Open the Workflow Dashboard:
   • Click the “New ticket” button on the right-hand side.
2. Enter Ticket Details:
   • Fill in the required fields (marked with an asterisk *).
   • Use the calendar icon to set the Start/End date.
   • Click “Open” to create the ticket.
     
     

3. Box Creation:
   • A new box linked to the ticket will be auto-generated in Smartbox home.

Processing a Ticket

1. Open the Ticket:
   • Click on the ticket from the Dashboard to open it in Ticket view.
2. Complete Workflow Steps:
   • Follow the sequence of steps defined by the Workflow template.
   • Perform the required action for each step (e.g., sending an email, filling out a form).
   • Click “Next” or “Complete” to advance to the next step.

Email Step: Send Email Notifications

• Review and edit the email template.
• Click “Send” to notify external or internal parties.
• Track the email send date and time.

Form Step: Submit Data Internally

• Fill out the form fields within the ticket.
• Click “Complete” to submit and advance to the next step.

Web Form Step: Request Data Externally

• Send a web form email with a link to a secure web page.
• Review the submitted data and complete the step.

Data Disclosure Step: Share Files Securely

• Import and pack data into the ticket.
• Send a disclosure email with a download link.
• Track the progress and review the delivery.

Managing Tickets

1. Change Ticket Status:
   • From the Dashboard, use the status drop-down to change the ticket status (Open, Archived, Closed).
2. Search and Filter Tickets:
   • Use the search bar and filters to find specific tickets.
3. Download Reports:
   • Click the “Download” button to generate a Dashboard report.

Archiving a Ticket

Archive Completed Tickets: Change the status of a completed ticket to “Archived”. The ticket will move from the Dashboard to the Archive.

2. Access the Archive:
   • Navigate to the Archive from the application menu.
   • Review archived tickets or delete linked boxes if necessary.