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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Provide Multiple Documents Without Attaching Them Individually in an Email

Posted by Emily Morgan on Sep 26, 2016 2:16:05 PM
Emily Morgan

The Problem

The client needed to share key documents and resources with his own clients, which included sharing extensive guidebooks and worksheets. These were lengthy, burdensome, and could clog up a singular email thread.

The Solution

Like last week’s solution, we look again to Postwire. Not only does this platform serve as a bulletin board, but when you think about it...it’s a hub. It is a space of activity, a place to house multiple documents and resources, and it serves as a perfect landing page for this client’s clients.

The Result

In using Postwire, our team is able to send out various pieces of content - both reading material and workshop documents - that are needed for the client’s consultations. Through our team and Postwire, the client is able to articulate completely what needs to be done before his next consult visit seamlessly.

How We Helped

Our main goal with using Postwire is follow-through. We are able to provide this platform to the clients, and we also ensure that it is received by all parties. We make sure the viewer has no concerns or hiccups with Postwire use (very rarely does that even happen anyway). We are the messenger and the guidepost for the end user, allowing the client to do what he does best: actual consulting.

Technology Utilized



Topics: email management, Postwire

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